Electronic Contract Manufacture (ECM) Sector Message Board

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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector

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To: MGV who wrote (2484)	1/17/2001 5:52:54 PM
From: rich evans	Read Replies (1) of 2542

SANM is really humming. The cc very positive. Here is my post from the SANM board. sanm reported a grreat first quarter for 2001 and in the cc gave a very positive outlook holding to their forecasts of 50% top line growth and 60% eps growth. Many new customers coming up and new programs, more outsourcing and more acquisitions. They expanded in Europe with a deal with Siemens. This stock should continue to go up. Margins are improving and the HDCO acquisition has really been great and very profitable. They are using all but 23% of hdco's output internally about. rich

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