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

To: kolo55 who wrote (1894)11/16/1998 4:53:00 AM
From: Creditman  Respond to of 2542
 
Paul, Rogers!? He's crazy!! Rogers is a not very big, very conservative outfit whose business is IMHO about 50% PCB related (specialty material for oddball boards) and the rest of their sales are in the plastic and pseudo rubber fields. Rogers!?

I do like the rest of his picks though.



To: kolo55 who wrote (1894)11/17/1998 5:36:00 PM
From: solderman.com  Read Replies (1) | Respond to of 2542
 
Interesting Fact:

You could add up the total market caps of FLEX, JBL, SCI, SANM and CLS and still be only $500 million short of SLR's market cap ($8.06 B). What would you rather own? Is the market overvaluing SLR, or undervaluing the rest of the industry?

Solderman


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