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

To: rich evans who wrote (2334)	4/22/2000 5:33:00 PM
From: MGV	Read Replies (1) \| Respond to of 2542

I have them with a forward PE of 38 and FY 2001 of 1.80. The analysts know their published numbers are low. The best one I know has them with a P/M of 3.7% for 2001. My revenue assumptions are a bit more aggressive so the P/M I am using is lower. The biggest question is whether sentiment in the tech sector in general will ratchet down the multiple the top tiers are given. My guess is not much, if at all. I like FLEX and SCI best here. VG, DDIC, and RSYS are pretty compelling too. Then again, one could do worse than have SLR, SANM, JBL, CLS, and PLXS. This sector is better than ever.