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Technology Stocks : Sanmina Corp. (SANM)
SANM 152.42-10.2%2:30 PM EST

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To: Max Vasquez who wrote (1)10/29/1996 8:36:00 PM
From: Roger Brown   of 239
 
What a consistant earnings performer...more than 50% per year and a PE hovering around 30 now...and this is the fully taxed rate...i just bought some today at $48 (then the tech sell off en,sued) yet it still closed at its all time high despite the sell off...

From reading the 10Q, the management is utterly POSITIVE...the most positive i've seen in a 10Q to date...

I think we'll see some PE expansion to possibly 35 ($56) sometime this Q...if not, and if next Q turns in EPS results of .53 from this Q's .47, then we should get it the next Q...
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