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

To: kolo55 who wrote (1983)	3/16/1999 3:39:00 PM
From: MGV	Read Replies (1) \| Respond to of 2542

You might want to reread what I wrote. Message 8332927 Aside from your thin skin, selective recitation of facts, and tendency to confuse subjective opinion with objective facts, you have a decent understanding of the names in the EMS sector. For the record, I like FLEX and SLR and CLS in part because it is cheaper and is improving its op/m and industry diversity. Take the chip off your shoulder and leave room for healthy discussion.

To: kolo55 who wrote (1983)	3/16/1999 4:11:00 PM
From: Marc	Read Replies (1) \| Respond to of 2542

I guess i really don't understand the business, because i thought that more share would make them look even worst, for the same revenues and asset and an even higher price.!! When you calculated market caps for the stocks, did you look at the recent SEC filings for the company, and adjust latest Q reported shares outstanding for the recent secondaries and outstanding options that were out of the money at the last report, but are now in the money due to the big run-up in stock prices? Marc

To: kolo55 who wrote (1983)	4/12/1999 3:16:00 PM
From: MGV	Respond to of 2542

The tale of the tape from 3/11 to 4/9 - but revised to today its a more dramatic difference: CLS is up 41% from 3/11 (39 3/8 vs. 28) to FLEX's 18% (51 vs. 43 1/4). techstocks.com But I still maintain that FLEX should trade at a 30-50% premium to CLS shares. I would agree at this point that CLS possibly has some catching up to do. If FLEX backs off to 42, and CLS rallies to 28-30, that would put them at fair relative valuations (40-50% premium). Care to try again?