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

To: moose who wrote (41)	3/18/1998 7:12:00 PM
From: Mark Fowler	Respond to of 239

Yes your probably right. But it'll pop back once the fear and greed thing subsides over rationality. This stock is very volatile; that's why I have less than 10 percent of it in my portfolio. I bought the stock because of its aggressive style management and excellent fundamentals. A good long-term performer. I didn't here any warnings about earnings from SANM yet and I think they will beat the street this qtr. again. Economic outlook for OEMs are positive and probably will remain that way for a long time. However I think SANM is well diversified and positioned without exposer to Asia's problems than the other OEMs. Do you agree on this? And with the acquisitions they have made those revenues should start to show up in their earnigs this qtr too. I think SANM will be recognized as the leader in this industry as it matures. The multiple is equal to their growth rate (30%)about 32x earnings and in todays market that is not too rich. This stock reminds me of INTC for some crazy reason, but maybe not crazy.