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

To: 18acastra who wrote (1478)4/30/1998 4:12:00 PM
From: kolo55  Read Replies (2) | Respond to of 2542
 
I was referring to WSJ Interactive news article on Monday.

Peter Quon posted it earlier on the thread (look toward end of post for bold face quote from Bruce Lupatkin, research director for H&Q):

As such, Lupatkin advises that ''it's a little too early to get
involved'' in stocks of companies that make or distribute PCs,
disk drives or commodity microprocessors. That includes
contract manufacturers focused on the PC industry.

Message 4219193

Paul



To: 18acastra who wrote (1478)5/1/1998 10:45:00 AM
From: patroller  Read Replies (1) | Respond to of 2542
 
18 as we all know jabil was covered buy Adam H. with a buy and a price target of 15xfy99 earning or 38 a share,is 15x next years earning the way we should value these companys?And if so slr price should be 32.25and flex at 37.65 sci at 31.65,what gives are we missing the boat? patroller


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