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 (1994)	3/19/1999 4:33:00 PM
From: Sam	Read Replies (1) of 2542

Why does SANM get such a market value premium over FLEX and JBL? It's a much smaller company (revenue-wise), but has a market value of over 3.5b, compared to around $2.2b and $3.2b. If one compares FLEX with SANM, and believes that the latter is reasonably priced, then surely FLEX has a long way to go.

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