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Technology Stocks : Plexus Corporation (PLXS on NASDAQ) -- Ignore unavailable to you. Want to Upgrade?

To: DD™ who wrote (79)	4/16/1998 3:38:00 PM
From: jim heger	Read Replies (1) \| Respond to of 128

nice numbers show sabol, et. al. can play the game - lower the bar, then clear it cleanly. would like to know the phone # of conference replay-anyone? tia jh

To: DD™ who wrote (79)	4/18/1998 11:45:00 PM
From: rich evans	Respond to of 128

Thanks for the info. I have been off in the desert looking at wild flowers. As mentioned by the analysts the impressive results are mainly the quick return to over 12% gross margins from the 10.5 gross margin reported in Q1. The revenue sside was basically flat sequentially. I expected over 100 mill. But the margins were not expected to improve until Q3 and Q4 according to the CC for Q1. Ascend seemed to ramp up quicker then they expected which was over 1 quarter behind at the last cc. . But the 15% growth expected for Q3 and Q4 seems fairly certain now so so I see continued strength in this stock and will continue to hold and even exercise instead of sell my $15 June calls. Help make up for the losses in ACTM which I thought would rebound and correct like Plexus but did not. A CFO in a competitor told me that ECM business was all about good management info systems and materials management. Plexus is doing this and ACTM with their missing inventory is not. Also Plexus promised at the cc in Q1 a reduction in SGA(thinning) and they are delivering. I like this company and I like Wisconsin. Rich Rich