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Technology Stocks : Semi Equipment Analysis

SOXX 299.48

-4.8%

Dec 12 4:00 PM EST

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To: Donald Wennerstrom who wrote (49113)	8/24/2010 7:57:37 PM
From: rich evans	Read Replies (2) of 95579

Don, Look at the EMS industry. The guidance is positive, and the stocks are at 5-7 times PE. JBL is saying business is good and forecasting 45-50cents for next quarter and selling under 10. Same with SANM forecasting 40 cents and selling in the 9s. Flex also. So why? With the huge increase needed in electronic stuff/ infrastructure in comm etc, I do not understand. EMS is a good indicator usually because of its many tech customers. Also VSH is a good indicator because of its very broad product line both to OEM and distributors. The stock prices do not seem to reflect the outside world. Rich

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