Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: MGV who wrote (2429)	9/11/2000 11:14:41 PM
From: G.M. Flinn	Read Replies (1) \| Respond to of 2542

CEM Valuation update 9/11/00; ACTM still looks cheap. Stock Price 9/11 Avg. 2001 est. P/E (2001) JBL $65.50 $1.12 58.5x PLXS 68.25 1.41 48.4x FLEX 83.75 1.74 48.1x CLS 79.50 1.69 47.0x SANM 103.25 2.26 45.7x SLR 46.00 1.15 40.0x SCI 59.00 1.78 33.1x ACTM 71.75 2.63 27.3x remember, fiscal years do not exactly match up, but close enough for comparison sakes. All estimates are per Yahoo. Other variables come into play for individual stock valuations, but this P/E chart has been a great barometer for me in the past. I believe in the sector, and my experience has shown me that investing in relative value within the sector is very rewarding. Glenn