Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: rich evans who wrote (1824)	10/7/1998 9:51:00 PM
From: Michael Anthony	Read Replies (1) of 2542

Let's see if FLEXF can help move the sector again next Thursday. If JBL is doing well, I suspect that FLEXF will as well. At their website, I notices that the management's address after last quarter mentioned that 7% of revenues are derived from Asia while 20% of their costs come from there, i.e. Asia is a positive for FLEXF. With FLEXF on target for 2.45 by Mar99 and 25% growth in earnings for FY99, I suspect the forward PE of 12 will attract buyers after the announcement. The entire sector should get a boost soon unless the market melts down any further.

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