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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector
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To: kolo55 who wrote (1981)3/16/1999 9:48:00 AM
From: Marc  Read Replies (1) of 2542
 
Thanks for you comments, i appreciate, but all the numbers in the table were right, exept that now almost all of them would be 40% more overvalued.

FROM THE MERILL LYNCH REPORT DATED 11 February 1999

-We believe Celestica has the opportunity to have one of the fastest
earnings growth rates in the industry (30%) over the next five years.

-Celestica has rapidly built one of the leading contract
manufacturers, through robust internal growth and acquisitions.

Most important, Celestica discussed on its conference call that it has
been awarded eight contracts from five different telecom equipment
customers. Three of these are from new customers. The company's
ability to win these projects provides further evidence of the
company's excellent service and manufacturing capabilities.

Management believes that three of these customers could account for
more than 10% of Celestica's sales in the next two years. The telecom
equipment OEMs represent the most significant incremental opportunity
for the large contract manufacturers over the next 2-3 years and
Celestica is already beginning to benefit. These OEMs are increasing the amount of manufacturing that they outsource. All of the major
companies in the industry--including Lucent, Nortel, Alcatel, Ericsson, Nokia, and Motorola--are expected to utilize contract
manufacturers to a greater extent in the next few years.
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