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


To: 18acastra who wrote (1643)8/1/1998 4:54:00 AM
From: Ron Kory  Read Replies (1) | Respond to of 2542
 
I don't question your figures or your logic but keep in mind that
SLR (and SCI, for that matter) have a "large cap" premium built into
their price. In addition, FLEXF is not a United States based
company so the divergence between multiples may stay that way for
a long time or possibly get worse.

I like JBL/SLR better.

ron