Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: rich evans who wrote (2029)	5/5/1999 10:59:00 AM
From: kolo55	Read Replies (1) of 2542

Stock prices can't go straight up forever. I haven't changed my views of the business strategy and growth outlook for FLEX and JBL versus SCI. SCI won't grow as fast, and generate the bottom line EPS growth of the players in the "sweet spot". But now the market agrees with my views, and has priced the stocks relatively in line with those views. I'm not interested in selling really great growth stocks to buy a so-so growth stock at this time. If I had new money, I might consider picking up SCI, but would rather add to my low basis DIIG position, which has a chance of entering the sweet spot. But I think the best course is to hold buying power now, and wait for one of the quarterly sell-offs we seem to get. In fact, if FLEX tries to drop below 40, I consider it a preferable buy to SCI at 38-40, especially so for the long term. I already see FLEX as mis-priced relative to some of its peers. This are just my views on the subject. Paul

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