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

To: Paul Senior who wrote (1991)	3/17/1999 3:21:00 PM
From: rich evans	Read Replies (1) \| Respond to of 2542

Well I must somewhat agree with you on the price of FLEX. I sold a little today at 47 as it seems to be approaching the 30 PE for next years earnings estimates but of course these estimates could be low. DIIG with their guidance of 1.60 this year seems much cheaper but the board business component seems to get a lesser multiple. Still I don't think you can count on growth continuing at the 50% level for FLEX,JBIL,SLR to the extent that you can discount their future sales/earnings at that growth rate to value the stock. 30 seems more prudent. But it is hard to get off with this positive momentum. Rich