Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: Sam who wrote (2041)	5/7/1999 6:29:00 PM
From: rich evans	of 2542

I "second "this post. Paul has been very accurate in his forecasts. and informative and not arrogant in the least. Also PSR = profit margin times PE. SCI which is also a Tier one Ecm has lower margins as does CLS based on their box build computer business which create lots of revenue but less value added and you can expect that their PSRs will not correlate directly to the higher margin ECMs like SANM, JBL ,SLR and looks like FLEX . Keith Dunn the analyst has written about this as to value added return and it has been posted here in the past.But I also think that buying and shorting paired stocks who are similar but have different valuations can end up as a zero gainer. Valuation IMO is not a good reason to short and shorting SLR for example against a long JBL could well end up with a wash as they both go up. Rich

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