Electronic Contract Manufacture (ECM) Sector Message Board

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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector

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To: paul kneitz who wrote (1776)	9/23/1998 11:50:00 AM
From: kolo55	Read Replies (2) of 2542

Merix is a victim of poor positioning and board price wars. I understand a lot of their boards go to the test equipment industry. Well, this industry sector is in a bad downturn, that I believe will last until next spring, at least. Other than that, I haven't been following the bare board makers closely. My favorite assemblers are roaring back these last ten days. Go FLEXF and JBL. I figure they will surpass SLR's stock price in about four months (if not sooner). Both are growing faster, and earn more per share. Can't figure why they're in the mid-30s, with SLR at 53, except that the market likes to pay up for larger cap stocks. Recent posts of mine on FLEXF thread, for those who missed them: Notes from the annual meeting: Message 5799673 Message 5801590 My analysis and opinion on causes of early Sept price decline: Message 5811028 Paul

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