Sanmina Corp. (SANM) Message Board

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Technology Stocks : Sanmina Corp. (SANM)

SANM 169.82

+0.5%

Nov 12 3:59 PM EST

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To: Dusty Reed who wrote (3)	11/18/1996 5:28:00 PM
From: Roger Brown	of 239

Hey Dusty: this is a done deal...They keep aquiring (i'm a little confused but i think they also bought poart of Comptronix a while back...maybe this is another (the last) part of the company to go)... Being in bankruptsy, if anything, means that they got assets at a lower cost than otherwise...this is positive for the company.... As far as the stock price...i'm a little surprised we have not seen some PE expansion yet....the analysts i believe always report low numbersa and SANM keeps beating them....They are not believers because the indusrty is growing ~20% (SANM is ~60%...and a leader at that...) Haven't looked at the Beta for this stock but it must be very low...no volatility in the past 3 weeks since the hit at $48 (where i bought it becaseu i thought PE expansion might begin now...i must be a 1 quaeter ahead of myself....very much worth the risk/ opportunity/ reward though) Just let the company grow as it is doing and Stockholders wil be rewarded each Q...Look for something way above the current $46 next Q...we are at a PE run rate of 24.4 currently....

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