Plexus Corporation (PLXS on NASDAQ) Message Board

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Technology Stocks : Plexus Corporation (PLXS on NASDAQ)

PLXS 157.72

+1.7%

Jan 9 9:30 AM EST

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To: rich evans who wrote (110)	1/21/1999 9:46:00 AM
From: jim heger	Read Replies (1) of 128

Plexus replay #402 220 0156 Hi, Rich. I listened to the conf call too and was encouraged by the plans to put that cash to use, just as you have suggested should be done. It seems to me the company is in a great position to grow their rev. while maintaining an exceptional profit margin - notably higher than the top tier ECMs. And, as Sanmina has shown, when investors have confidence in a co.'s long term profitability, the valuation heads north. IMO the confidence test will be one that many companies will have trouble passing in this frothy market. I'm glad to be holding PLXS and intend to stay with it until the outsource trend has run its course - some years away. On the way up, an adroit trader might make a few bucks selling calls into the excesses which will surely occur. Regards, jim

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