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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (24294)	7/10/2006 3:08:51 PM
From: rich evans	Respond to of 78714

Paul, I have pretty much given up on all component companies including chips of all types. My largest holding is Tyco, waiting for the split up. Tyco electronics of course is a very large component company but 35% are connector cables for the auto industry. My last analysis I posted on Tyco thread. Basically Tyco is being hurt by commodity costs. But I like their businesses especially health . I own the stock but have also leverage myself with calls due in 2008 after the split up. By the way I also gave up on EMS which has turned out to be a good idea. I couldn't believe it when JBl got to 40. Way overpriced compared to its peers. Basically though the midtier EMS companies have done the best- JBL, BHE, PLXS. The others even Flex continue with poorer margins and their share count doubled from their bad acquisitions and debt restructuring. Conclusion- stay clear in my opinion. Regards, Rich