Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: patroller who wrote (2079)	5/14/1999 12:14:00 PM
From: rich evans	Read Replies (1) of 2542

With the positive action from DIIG lately, it is my guess that DIIG will be getting some of the NORTELNETWORKS business and may be bidding on Nortels plants. I know they were one of the select few still in the running. I think the announcement on Nortel included a PCB plant which would be a natural to DIIG with its multech division. On the other hand ViaSystems might also be a natural bidder. I think they supply a lot of boards to CLS and have the same roots as CLS , with both being put together by Hicks Muse if I remember right. Do the inflation worries cause you concern with the ECM 50 PE despite their growth outlook? And do 50PEs eventually retreat in anticipation of this heady growth slowing down in a few years causing these stocks to stall out as PEs decline as rev/earnings still grow well causing a wash? Oh well, time for a little " tennis anyone"? When do the fly rods come out? Rich

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