Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: Joe Dancy who wrote (16)	1/22/1997 4:55:00 PM
From: kolo55	of 2542

Comments on your 5 year growth ratio/PE ratio Interesting. Surprised to see BHE and DIIG up so high on the list. I've e-mailed you my working spreadsheet on this sector. Could you calculate this ratio for the others? As for ELEX, the company has been a fast earnings grower, and the market has priced the stock high based on PSR = 1.73, among the highest in the group. This board manufacturer is probably the premium backplane manufacturer in the Silicon Valley. But now one of their competitors Zycon, has been bought out by Hadco, the largest domestic board manufacturer. Hadco says they did the deal to get a "West Coast backplane facility" (as well as Zycon's Asian plant). The Motley Fool site has a write-up on Hadco's conference call announcing the deal. Check it out as you check into ELEX. (I think a link to this is posted on the Hadco thread; if not check the Motley Fool archives in November.) There isn't a ELEX thread on SI, interesting hmmm? Paul

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