Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: kolo55 who wrote ()	3/15/1999 5:10:00 PM
From: Ron Kory	Read Replies (1) of 2542

Paul: Last week with FLEX trading around 34 you commented that FLEX should trade at a minimum of 30% and probably more like 40-50% higher than CLS. Today FLEX is trading more than 60% higher than CLS. FLEX, like JBL and SLR has either challenged or exceeded its 1998 highs. CLS sits 20% below its highs. You mentioned that CLS's portfolio was riskier than FLEX accounting for FLEX's superior multiple. However, at some point CLS is a buy if JBL, SLR, and FLEX continue to appreciate. After all, this is not a company that has disappointed (like SCI) and I wonder if some of the multiple differential is due to CLS being a newly public company. Curious to hear your thoughts on CLS. ron kory

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