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

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To: rich evans who wrote (1949)1/11/1999 11:20:00 PM
From: patroller  Read Replies (1) of 2542
 
Rich I work at Silver mt. its more of a power skiers mt,lots of hidden fluff in the trees and real steep,powder mag.rated it one of the top ten small resorts in the US ,both are as good as the snow is but lots cheaper.I agree that now is not the time to press it up,just dont fold up the tent ,we have at least 1 to 2 year of very high growth in the bag
,I'd say 50-100% per year grow in jabil and flex and their only trading as if they're only growing at 30% thus the 30+times earnings,I know everyone can add real well,so if Iam correct in the stated growth we are under value by 20-70% .Iam confident in my assessment so for me this is a very safe investment.lots of good skiing to you.patroller
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