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Strategies & Market Trends : Market Gems-Trading Strong Earnings Growth and Momentum
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To: tom ablett who wrote (5653)3/1/2001 6:08:23 PM
From: Dave Gore  Read Replies (1) of 6445
 
Just putting SANM near the top of my list to watch in the days and weeks ahead. Their news is relatively positive after the close. They say that EPS will be .34 -.35 eps per share for QI vs, the expected .35. Sees 2001 eps of 1.37 - 1.42 vs. First Call of 1.42. Top line will be down somewhat though Y over Y growth is expected to be 25 -30%.

It may drop tomorrow or for awhile, but it reinforces my feelings that the EMS companies will do okay. Let's see what FLEX has to say.
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