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

To: solderman.com who wrote (63)	2/10/2000 6:36:00 PM
From: rich evans	Respond to of 75

Yes, theOrbit deal was bad for DIIG but it was a lot different then AVEX purchase by BHE in size and type. At 1.20 for calander 2000 year earnings BHE is priced about right I would say. I do think the year 2001 will be big for them based on ramp ups they were talking about and by then hopefully they will have loaded up AVEX plants which are only at 55% of capacity and will have increased margins from not having to absorb all the factory overhead. Old BHE is running closer to 80% . Forward PSR based on 1.7 bill sales and 17 mill shares is only about .34 which seems low. I sold my $15 calls but am keeping the stock as its upside I think should match the top tier ones percentage wise. I like SLR at these prices also and will be exercising some $70 calls I have. And had a buy order in today . Rich

To: solderman.com who wrote (63)	4/25/2000 11:41:00 AM
From: rich evans	Read Replies (1) \| Respond to of 75

Here comes BHE into the ECM mix. Stock is rising. Upgrades announced. And a 50% growth forecast. BHE upped their forecasts for 2001 to something like 2.5 bill if things go right and business continues to grow like it is now. Margins will also go up as AVEX plants fill up and AVEX gets to 70% capacity. Result will be hefty increase in profits despite amortization now at 3.2 mill and interest charges over 4 mill. Even 2000 could exceed the 1.7 bill IMO depending on component shortage problems so things are definitely looking up and BHE is on the comeback trail and AVEX deal will finally pay off IMO.Lots of new customers with heavy ramps coming in Q4. They are actually expanding their plants in anticipation. Rich