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

To: 18acastra who wrote (1503)	6/8/1998 12:47:00 PM
From: 18acastra	Respond to of 2542

Following up to my Globaltech (GAI) posting: Reported last week and beat estimates by $.03 EPS. Reported $.22 versus $.19 expectations (16% above expectations) and $.16 for same period last year (38% increase). Stock has not moved. Stock is trading at about 10.6x last years earnings and is growing at about 30%. Surprised stock is acting so poorly, maybe overhang concerning Sunbeam is still to great and will take another quarter of good performance to clear up. Continue to believe on of the more interesting value plays in the contract manufacturing marketplace. My opinion.