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

To: kolo55 who wrote (1624)	7/13/1998 4:46:00 PM
From: Jeff Haas	Respond to of 2542

Sanmina reports .40 per share. That's about in line with analyst estimates. Maybe at the high side.

To: kolo55 who wrote (1624)	7/16/1998 4:26:00 PM
From: 18acastra	Read Replies (1) \| Respond to of 2542

Solectron/Celestica - you have got to be kidding me. Where those stocks are right now on a P/E basis relative to Jabil and especially FLEXF after reporting such a strong Q makes no sense to me. Solectron is forecast to do $2.20 cash EPS FY 8/99 and is $51. Flextronics is forecast to do $2.60 cash EPS FY 3/99 and is $46. I am completely confused. Flex is growing faster and earning more. On a relative basis, with Solectron at $51, Flex should be $55-$60. My opinion.