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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector
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To: John Morelli who wrote (1905)11/23/1998 4:15:00 PM
From: 18acastra  Read Replies (1) of 2542
 
FLEX should have much higher price (also may have Lucent Win):

FLEX $3.15 of cash EPS next year vs. $2.40 for SLR. That is 30% more EPS for Flextronics. Giving some benefit to SLR larger cap/liquidity, FLEX should have 20% higher stock price assuming estimates are correct.

FLEX also I believe may have been named 1 of 3 key suppliers to Lucent, while SLR has not. If that turns out to be true, that will build huge credibility for FLEX in investors eyes.

My opinion.
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