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Technology Stocks : Sanmina Corp. (SANM)
SANM 158.66-1.0%Nov 17 3:59 PM EST

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To: Creditman who wrote (87)7/13/1999 6:18:00 PM
From: Jack of All Trades  Read Replies (1) of 239
 
Hi Creditman,

Well I'm in the PCB industry and yes the past 6 months have been great, but some shops I have been in are currently laying off employees and complaining that it is slow. Also high $$ work such as embedded resistors are slowing. My company is booming, I'm on a 10 day trip from Boston to LA, San Jose, Utah, Florida to set up systems.

I don't know about the assembly side of SANM just the PCB mfg side. I will have a better feel about SANM after leaving CA. No I'm not going to visit SANM, but I will have a good feling of the shape on the mfg business when I leave.

Anything over a 30pe to me is to expensive never mind 60.

This company is easy to profit from puts if puchased at the right time and held for < 1 day. <g> Just look at the candles.

IMO

Jeff
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