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 (2064)	5/10/1999 7:31:00 PM
From: MGV	of 2542

You most likely missed his point. Why would you short a stock that is growing in a sector that is favored by secular trends tied to a company that is one of the top tier in the sector? Both FLEX and CLS will do well going forward. Why short one, especially if it has no superior hedging value? And that doesn't even get to the point of relative valuation. Incidentally, on that point, since your relative valuation scheme was questioned, an independent party fueled questions about your call. WDR rates both FLEX and CLS a strong buy. It also rates the upside higher for CLS than FLEX from here by a 2 to one margin. 38 to 50 (32%) versus 51 to 59 (16%). I'm not the only one who would question your relative valuation scheme.

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