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Technology Stocks : Benchmark Electronics (BHE) -- Ignore unavailable to you. Want to Upgrade?

To: solderman.com who wrote (40)	11/1/1999 1:04:00 PM
From: rich evans	Read Replies (1) \| Respond to of 75

BHE at 10 times 2000 earnings is a lot cheaper then the 28 to 40 Pe of the Big ones you mentioned although I own most of them. So which is a better buy considering the price. I think BHE will have a greater percentage increase as the price of FLEX i.e. discounts 2000 already. But BHE must turn Avex around as you indicated. GO BHE (up 2 3/4 today) Rich

To: solderman.com who wrote (40)	11/22/1999 3:54:00 PM
From: rich evans	Respond to of 75

Well DIIG just went for a PSR of 1.2 thereabouts on a forward basis of 2 bill revs and 36 mill shares. BHE has to be way undervalued even for a midtier IMO. Once they get AVEX on track and if they do the low ball 2000 estimate of 1.8 bill-- with 20 mill shares out even a lower valuation of .8 pSR gives you a stock three plus times present price. So I think it has to be a buy if you are willing to wait 6 months. At some point value has to kick in not just growth. Rich

To: solderman.com who wrote (40)	12/7/1999 3:57:00 PM
From: rich evans	Read Replies (1) \| Respond to of 75

BHE moving up nicely today. On a percentage basis this stock has performed better then the big 5 since its hit down to 15. Should continue IMO . The revaluation of SCI to approach closer PE to its peers and the price paid for DIIG I think are both pushing BHE to a more reasonable valuation. Also the AVEX component supply problems I bet are ameliorating. The next report in Jan and the CC should be interesting. With a forward PE about 13 compared to the 50 PEs of flex and slr and 40 Pes of Jabil and 30 for SCI, BHE may have more immediate upside but I agree with you that I would want the others for the core holding. Rich