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

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To: kolo55 who wrote (1894)11/17/1998 5:36:00 PM
From: solderman.com  Read Replies (1) of 2542
 
Interesting Fact:

You could add up the total market caps of FLEX, JBL, SCI, SANM and CLS and still be only $500 million short of SLR's market cap ($8.06 B). What would you rather own? Is the market overvaluing SLR, or undervaluing the rest of the industry?

Solderman
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