Sanmina Corp. (SANM) Message Board

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Technology Stocks : Sanmina Corp. (SANM)

SANM 154.48

-9.0%

3:59 PM EST

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To: JakeStraw who wrote ()	5/11/1996 3:11:00 PM
From: Max Vasquez	of 239

I've been following Sanmina as well as Altron for some time. What do you make of the most recent weakness (after the strong run-up since the beginning of 96)? Also, do you know anything about Elexsys (ELEX)? It seems to me that it is almost in the same industry, trades at much lower valuation (relative to earnings, book value, etc) than Sanmina and it is run by Milan (forgot his last name) who is one of the founders of Sanmina. ELEX may have a spotty history (it changed name shorly after Mr Milan ?? took control), but may be an interesting alternative. For the record, I own none of tha above. Max

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