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 (1983)	4/12/1999 3:16:00 PM
From: MGV	of 2542

The tale of the tape from 3/11 to 4/9 - but revised to today its a more dramatic difference: CLS is up 41% from 3/11 (39 3/8 vs. 28) to FLEX's 18% (51 vs. 43 1/4). techstocks.com But I still maintain that FLEX should trade at a 30-50% premium to CLS shares. I would agree at this point that CLS possibly has some catching up to do. If FLEX backs off to 42, and CLS rallies to 28-30, that would put them at fair relative valuations (40-50% premium). Care to try again?

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