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

To: jbe who wrote (1419)	4/3/1998 8:28:00 PM
From: Steve Hufnagle	Respond to of 2542

Would the amount of money SCI is investing in large new facilities temporarily affect cash flow. I think I remember that they announced it would.

To: jbe who wrote (1419)	4/3/1998 10:49:00 PM
From: rich evans	Read Replies (1) \| Respond to of 2542

I don't think these situations are all comparable especially Oxford.There is more than one definition of free cash flow and one uses necessary capital expenditures. Much of SCI,HDCO,FLEXF,SLR ,JBILis elective in nature to create growth and globalization. BHE and PLXS are much smaller with a diffent articulated business plan. A niche plan if you will so they aren't spending the money for plants and equipment or buying other companies for cash etc. And PLXS is spending on design service capabilities. So I think you need to look at the whole CashFlow Statment and see where all the money is coming from and going and not just use some ratio from Marketguide.My opinion. Rich