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


To: Rob Preuss who wrote (1208)2/5/1998 1:10:00 PM
From: patroller  Read Replies (1) | Respond to of 2542
 
Yes but if I tell you ,then I would'nt be the hero anymore.Too all I have been trying to determend at what price to take some profit's on my flex or jabil,so after a lot of thought I decided to take the past and mix it with today.Here's the leader of the forward 4quarter's PE SLR @27x 1.85=49.95............................today 46.5............ jbil@30x 2.30=69.00.............................."" 44 ............. .flex@25x 2.20=55.00..................................40.............. sci @22x 2.20=48.40 .................................46.5............ ...................you all can't use this with the historic past PE compared to slr's up or down,also note the clear disparity of jabil<25.5>and flex <15>respectively.I would argue that flex should have a equal PE to jbil but that was not the case in the past, likewise in formulating your own PE should concider growth going forward.If anyone has a problem with this you can kiss my a.. .Only kidding let us know if you have a winnner.patroller