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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector -- Ignore unavailable to you. Want to Upgrade?


To: patroller who wrote (2131)9/22/1999 8:42:00 PM
From: Steve Hufnagle  Respond to of 2542
 
Can you say buying opportuntity?



To: patroller who wrote (2131)9/28/1999 2:38:00 PM
From: rich evans  Read Replies (1) | Respond to of 2542
 
At current prices and using FY 2000 estimates, you can buy SLR by buying SMOD and get about the same PE and valuation that FLEX has right now. What do you think? SLR has always sold at a signifcant premium in the past has it not? What do you and Paul think?

Rich