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Technology Stocks : SCI Systems Inc. (SCI) -- Ignore unavailable to you. Want to Upgrade?

To: Jay King who wrote (772)	12/7/1999 10:35:00 AM
From: G.M. Flinn	Read Replies (2) \| Respond to of 820

Jay ... JBL, SANM and SLR have been the 3 I have followed most closely, owning JBL and SANM. After the recent huge run on all of them SCI just screamed to be bought as an undervalued play vs. the rest of the group, incl. FLEX. SLR is trading at roughly 60x 2000 earnings, JBL at 50x, SANM at 45x and SCI now at 30x (all estimated based on analysts and my assessment of their growth patterns). I love the group, but got uncomfortable with the huge run-ups on JBL and SANM so I sold. But just bought a bunch of SCI on a play for the continued upward movement of the whole group or at least the inevitable convergence of valuations. Glenn