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

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To: kolo55 who wrote (1865)10/23/1998 2:41:00 PM
From: 18acastra  Read Replies (1) of 2542
 
Flextronics ticker just changed from FLEXF to FLEX

Stock trades at large P/E discount to SLR and JBL and continues to grow faster/beat numbers than SLR/JBL. Some people hated the F on Flextronics ticker symbol, now it is gone.

At SLR multiple, FLEX=$73, at JBL multiple FLEX=$63. It is growing faster/more consistently than both.

My opinion.
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