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

To: Johnny Canuck who wrote (134)	1/18/2001 10:56:03 AM
From: rich evans	Respond to of 239

Harry, there were questions about the communications sector business. SANM customer's are the whos who of the industry and this sector is 77% of its business now. They indicated they thought 2nd half prospects of the year would be higher then first half based on customer forecasts and body language and inventory adjustments but that that customers were optimistic for a good pick up in the second half.So IMO this is a good time to be buying in the market in advance of better times ahead.I am exercising my FLEX calls expiring tomorrow instead of selling them at a profit for instance Rich