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

To: MGV who wrote (2442)	9/13/2000 4:10:21 PM
From: rich evans	Respond to of 2542

SCI Reaction way overdone IMO. Settop boxes are also made by FLEX I believe and no reaction to that stock now. JBL doesn't make Settop Boxes I believe and it got hit hard. SO makes no sense to me. SCI cc was positive for the future with telecom infrastructure with Nortel and mobile infrastructure with Ericsson and Nokia. PCBA motherboards are fine . Really only a settop box problem in Europe and somewhat lower Finished PCs . Part of settop box problem was a ramp problem due to design holdups. I think stock will bounce back fairly soon especially when they announce some more acquisitions.SLR continues to be lethargic which is also strange to me . Rich

To: MGV who wrote (2442)	9/18/2000 1:39:03 PM
From: rich evans	Read Replies (1) \| Respond to of 2542

It is strange listening to FLEX's conference call on Sept 5 as to business conditions described as "running flat out" running 24/7, " awesome etc. Flexs customers are the Motoloras, Nokia, Ericsson, Cisco etc etc. So if Flex is so busy the OEMs must be doing fine also you would think. AND other suppliers also going flat out like PCBs, ASICs SDRAMS,Capacitors, Microprocessors. Yet the prices of these stocks have come down substantially not really reflecting the booming business. I think in the first quarter of 2001 much of this will be more apparant and many of these stocks will have recovered substantially, especially SCI. Their quarterly rev estimates for DEC are 2.5, then 2.7, then 3.3. Flexs for Dec are 2.8, then 3.0. Not substantially different and earnings for flex are supposed to be for Dec 49 then 51 and SCI for the same quarter are supposed to be 44 then 51. So by the end of march these companies could be doing very similar results and with TELECOM increasing with SCIs latest deals, their sector business should become similar not to mention their similar enclosure strategies. Yet SCI sells for 1/2 of Flex. Is SCI way to low or FLEX way too high or a combo?