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: patroller who wrote (869)	11/17/1997 9:58:00 AM
From: 18acastra	Read Replies (2) \| Respond to of 2542

Being a top-tier CEM, JBILs growth rat should be sustainable in the 25%-40% range. I think it therefore deserves a multiple at a minimum of 25x forward numbers. That multiple could go higher if in fact they are growing faster. CEMs should not trade at a discount to their growth rate. Their growth is actually more sustainable than a lot of the OEMs they serve as only 20% of the industry is outsourced and there are still huge chunks of business to come the way of the CEMs for years to come (witness SCI recent huge deal with HP). My opinion.