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

To: rich evans who wrote (1039)12/28/1997 12:25:00 AM
From: patroller  Respond to of 2542
 
Rich I know that you see the pe's as beening very important.Consider this jbil as of last quarter has 40% new capacity available.If they fill this in the next 6to12 month's they would grow nearly 80% year over year.Last quarter they did 330mil made .47 next year that could be 610mil and make .86 cent's add to that their trying to buy some other biz .Anyway that make's their forward pe at about 1 tenth of their growth.Just another way to look at it.Patroller



To: rich evans who wrote (1039)12/28/1997 6:18:00 AM
From: Creditman  Read Replies (1) | Respond to of 2542
 
You are not correct re Merix. Their "layer count" is as high as Hadco's but they are a relatively new company ...used to be a "captive" and are still experiencing growing pains. They remind me of Diceon who became Elexsys (now part of Sanmina) before they hit their stride.


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