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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector
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To: rich evans who wrote (2099)5/21/1999 5:29:00 PM
From: 18acastra  Read Replies (1) of 2542
 
Sorry for delayed response on APW

Have been traveling for a while. My sense is that it is just a hiccup, as opposed to long-term fundamental problem with business. Thier situation is somewhat analagous to Jabil and the 3-COM incident. Jabil is a great company, and subsequently came roaring back.

I also believe APW is a vewry good company, and the valuation on an absolute and relative basis I feel is still attractive.

My opinion.
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