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Technology Stocks : Sanmina Corp. (SANM) -- Ignore unavailable to you. Want to Upgrade?

To: rich evans who wrote (131)	1/17/2001 6:51:28 PM
From: Jack of All Trades	Read Replies (1) \| Respond to of 239

rich, with hdco they are lightening the employee load also, people leaving and not being replaced. they (hdco) still have more mgrs than sanm, so I suspect there will be more cost savings down the road. the question is, in my mind is csco. if csco slows purchasing, the premeium that all the manufactures have been seeing will diminish, not just ones that deal with csco... I sell equipment to pcb manufactures, I haven't seen a slowing in cap equipment purchases of <$1M. Jack