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

To: kolo55 who wrote (1479)4/30/1998 7:40:00 PM
From: Ron Kory  Read Replies (1) | Respond to of 2542
 
Alex, Brown recently issued a report on the ECMs drawing the opposite
conclusion to H/Q. On a valuation basis the group is in the lower
quartile based on the last 4 years, the group trades at a discount
to growth and made an interesting argument that it is absurd that the
group trades at a significant discount to the OEM's that are
supposedly causing the problems for the ECMs.

ron kory



To: kolo55 who wrote (1479)5/1/1998 11:30:00 AM
From: patroller  Read Replies (2) | Respond to of 2542
 
Paul I think that maybe a little talk about a forward pe would be help full,looks like 20-22 times is the going rate ,I think that should be at or near the bottom,how bout the rest of you all?patroller PS Iam refering to the top 6or7 industry leaders.


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