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

To: rich evans who wrote (60)	2/10/2000 6:05:00 AM
From: joemjo	Respond to of 75

Rich, I am having trouble thinking this one through. Could it be that visibility has been greatly improved? That this year and next now look highly probable with no more surprises? Set a price target on 2001 earnings and figure that the earnings are pretty much in the bag. I sold all my shares at 28 3/4 after the earnings. Ooops.

To: rich evans who wrote (60)	2/10/2000 9:26:00 AM
From: Bill Cotter	Read Replies (3) \| Respond to of 75

Hi Rich; BHE is experiencing similar growing pains with the AVEX merger that DII Group (DIIG) had with a company that they bought out (name escapes me) and look what happened to them (currently $95 low $22). I realize that the Flextronics merger has helped catapult the stock price. But, I think, if BHE can maintain their current sales per share pace ($70 - $75), that the earnings will come around. Jabil Circuit's sales per share is in the $26 - $31 range.