Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: kolo55 who wrote (1798)	10/2/1998 10:25:00 PM
From: Michael Anthony	Read Replies (1) of 2542

Anyone else see FLEXF and JBL trading in tandem? Seems if you compare FY99 earnings forecasts, with JBL's assumed upgrade next week, they may be about even at ~2.45. Could some of you here give opinions on which is the better "stock" to own? On a 1 and 2 year PEG basis, FLEXF seems to win hands down. I think that's because their ttm is 1.26 and they expect 2.45 by March 99 so their earnings should be double what they are now in 6 months. However, they are on different exchanges. Again, I know they are both great companies, but I was wondering which stock might fare better between the 2 given the similar earnings expectations. TIA

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