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 (112)	3/17/1999 5:54:00 PM
From: jim heger	Read Replies (1) of 128

Rich, what do you think of this move? At one x's sales, I gotta believe Strandwitz found a real good deal. The knee jerk sell off makes a great buying opportunity imo and I'm taking money from Flex to add. I've got too much Flex anyway - the appreciation there has ruined any sense of balance my portfolio might have had. I'm especially interested in the contribution SeaMED can make to the medical device sales. It would be great to see margins that rival Sanmina's - and a commensurate valuation. Noticed SEMD traded at $20 not too long ago - there will be some unhappy fellas. jh

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