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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector
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To: MGV who wrote (2074)5/13/1999 11:29:00 PM
From: Sam  Read Replies (1) of 2542
 
SANM and JBL have been strong as well. All the big guys appear to be in the running. But it really is just a reminder to the investment community that a powerful wind blows at the back of the ECMs. And most of them sell at substantially less than 2x trailing sales. I know Paul doesn't think that that is a good metric by which to judge them, but it makes them look cheap to most of us.
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