SCI Systems Inc. (SCI) Message Board

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Technology Stocks : SCI Systems Inc. (SCI)

SCI 79.01

-0.8%

Nov 17 3:59 PM EST

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To: Douglas V. Fant who wrote (703)	3/25/1999 8:10:00 PM
From: rich evans	Read Replies (2) of 820

Well Doug, you were wrong on that prognosis about SCI. But if you believe the outsourcing story of OEMs that will lead to large growth in the top tier ECMs regargless of the computer or electronic sales, then it would seem SCI is a buy a 15 times earnings and a PSR of .33. Paul K once posted that in a conversation with Marks of Flex that he indicated that owning a group of the ECM stocks would prove to be very profitable over the next five years. It would seem that buying SCI at these numbers would be a good investment especially when you consider the PEs and valuationss of the other large ECMs like FLEX and SLR. As to the small ECMs and speciality ECMs like your AFLX, I can not believe that these companies are selling so cheaply and have decided as an owner to go play tennis and forget about them. Our oil patch play worked though so far. Do you own SCI still? Where is there Asia Plant? and is Grenoble the only European site they have? We could go and inspect and ski? Rich

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