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


To: Mark Fowler who wrote (40)3/18/1998 5:14:00 PM
From: moose  Read Replies (2) | Respond to of 239
 
Mark, your right! SANM isn't JBIL but all of the major OEM's have warned now ( SLR, JBIL, SMOD and PLXS ). With SANM having such a rich multiple compared to the others and being closer to its highs than lows, I can see SANM trending down for the next couple of weeks. With BAY warning and being a major customer, you can bet small SANM is sure to see a slowdown.