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

To: Pierre who wrote (935)	12/4/1997 9:41:00 AM
From: 18acastra	Read Replies (1) \| Respond to of 2542

Answers to questions: 1) Closed Sanmina position long time ago. Wonderful buying opportunity here. 2) Absolutely more than warrant those P/E's. Growing at sustainably higher rates. Interesting to note is other companies with lower P/E's growing faster seem to me to be the better opportunity (i.e. FLEXF). 3) If "book" refers to Neutronics acquisition, have reviewed thoroughly. Acquisition is brilliant strategic move. FLEXF is closely aligned with Ericcson, Nokia, and Phillips -> the three players early in their moves to outsourcing so huge chunks of business should be on the come. My opinion.