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

To: Paul Senior who wrote (2176)	12/13/1999 11:27:00 PM
From: G.M. Flinn	Respond to of 2542

Paul, the sector has indeed had quite a run and is trading on valuations implying substantial growth. For what it is worth, I recently sold SANM and JBL as I thought they had run too high too fast (and they promptly each went up another 15% or so, oh well ...). I then decided to buy SCI as it is significantly undervalued relative to its peers, assuming there is no disaster looming within the company! SCI actually has a market cap below 1.0x revenue. Also think ACTM w/ its recent merger has a good chance to move up with the big boys and also a pretty good value play. Glenn