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

To: John Morelli who wrote (1534)	5/20/1998 4:35:00 PM
From: kolo55	Read Replies (2) \| Respond to of 2542

No, don't hold either at the present time. Both would be good buys for long term holders, the emphasis is on long term. SCI has too much exposure to the PC sector for me, I prefer more networking and telecom exposure. SCI is the biggest and faces more difficulty growing at a 40% rate than its smaller competitors, but the price is cheap. Hadco won't grow as fast as the assemblers, IMO. Their margins are under pressure right now, and I don't expect this to end until next fall, at the earliest. But the stock is cheap. My favorites for this year, and long term, are Jabil and Flextronics. Both will grow revenues over 50+% for 99FY over 98FY, and EPS should grow 35+%. I bought some Jabil today. Paul