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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: CommanderCricket who wrote (26986)	11/10/2003 11:05:53 PM
From: DELT1970	Read Replies (1) \| Respond to of 206085

Commander--here's a comment from Merrill Lynch. How does it square with what you're seeing? "On the heels of our China trip, our favorite stocks to own for the next 6-12 months remain Ampehnol(APH;$61.18;C-1-9), Flextronics (FLEX;$14.86;C-1-9) and Sanmina-SCI(SANM;$11.31;C-1-9). We are raising our price objective from $12 to $14 on SANM based on our trip to one of SANM’s facilities in China, our experience at the company’s recent analysts meeting and our belief that SANM will be at a $0.60 annual EPS run rate by the end of 05"