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

To: G.M. Flinn who wrote (2185)	12/22/1999 12:08:00 AM
From: MGV	Read Replies (2) \| Respond to of 2542

G.M. - The split is recognized at tomorrow's open if memory serves. (Edit - It is tomorrow. Here is the release: biz.yahoo.com The consensus estimates on SCI have to be conservative. For example, I think there is significant upside in 2000 revenue growth beyond the 18% forecast by the MSDW analyst. Second, SCI has done a good job of broadening their business away from the PC-centric mix of as recent as 6-8 months ago. They picked up great business from Nortel and have a greater and growing mix of telco-tech business. Third, they now have a CFO!! for the first time in 5 years. And today they announced the addition of a former Solectron manager to be their new COO. The penetration of the Israeli tech business is also a strategic win. These are all positive fundamental developments. With a couple of solid quarters I reckon they will enjoy some multiple expansion catch up relative to the rest of the top tier names. Their last Q was a little light on revenue. They need to eliminate those. FWIW