Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Plexus Corporation (PLXS on NASDAQ) -- Ignore unavailable to you. Want to Upgrade?

To: rich evans who wrote (119)	9/22/1999 3:04:00 PM
From: jim heger	Read Replies (1) \| Respond to of 128

Thanks, Rich. I had not seen this, so was glad to read Sabol's comments. I did step into the Dec calls last week when the stock got knocked down by the warning from Coinstar ( a Seamed customer down the road from you in Bellevue). I've been disappointed at the pace of revenue growth but am confident Strandwitz will execute. Though I'm not so sure the market will agree to value Plxs like the big guys. Who knows what those fellas will buy next - 'the average opinion of the the average opinion'. Thanks again jim

To: rich evans who wrote (119)	10/11/1999 9:25:00 PM
From: kendall harmon	Read Replies (2) \| Respond to of 128

PLXS comments today by Needham <<AM Oct-11 99 Needham & Company, Inc. PLXS NOT AFFECTED BY ASCEND CUTBACK;REITERATE BUY Stock declined 11% on 10/8 due to Lucent/Ascend cutting back chip suppliers. * PLXS does not supply the TNT program at Ascend that prompted the cutback. * PLXS supplies the GX550/250 ATM switch programs that are not affected. * Demand is very strong for the core PLXS business led by Lucent and Siemens Medical with significant new customers to be announced when FQ4 earnings are reported on October 26. * We believe that PLXS will meet our EPS estimate for FQ4 of $0.40 on $131 MM in revenue. * Our target valuation is $45-50 based on EPS for calendar 2000 of $2.00.>>