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Technology Stocks : Flextronics International (FLEX) -- Ignore unavailable to you. Want to Upgrade?

To: Marc who wrote (1066)	3/8/1999 12:09:00 AM
From: MGV	Respond to of 1422

His valuation is at least a little confused as illustrated by your table. Sanmina's valuation is high but it also has the highest margins in the sector. Solectron is the blue chip name in the sector and is rewarded for the accompanying perception that its earnings and growth are more "visible." Celestica looks relatively undervalued based on price to sales and relative PE to growth rate. It has been diversifying its client base with telecom wins as well. For the record, I have SLR, FLEX, and CLS. Recent purchases have been skewed to CLS.