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 (2102)	5/22/1999 5:27:00 PM
From: patroller	Read Replies (1) of 2542

Hi Guys I agree that with one new large piece of biz it could change the PE perspective ,for instance jabil picked up HWP lazer printers and the grew 41% in one quarter,granted that might not happen at the giants SLR or SCI to that degree,but it can at flex jabil diig cls and nat steel.There is no question about who I like (Ja~aflex da index) and it has paid off handsomely ,its up to your own gut feeling as to who is the best to invest in,everyone of the above is going to get the goods ,its just who doesn't screw it up and lose what the got.So I made my choice on the management issue. I think we all agree that the pe's can be thrown out the window because we dont know what they really are,what we do know is that they are only an announcement away from being less than what is stated,they could be trading at 35 times today and 15 times in the morning without a price change,I say that in the next 6mos these guy will look like bargins today.jmho patroller

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