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Technology Stocks
Sanmina Corp. (SANM)
An SI Board Since April 1996
Posts SubjectMarks Bans Symbol
239 23 0 SANM
Emcee:  JakeStraw Type:  Unmoderated
Introduction Market Data Compact
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214<i>if the tech sector is indeed recovering more slowly than originally assElroy-7/14/2004
213From Morningstar: We have placed our fair value estimate for contract manufacturmopgcw-7/13/2004
212Of course there is some correlation, but the semi stocks trade a lot differentlyElroy-7/13/2004
211don't you think there would be some correlation between the sectors?mopgcw-7/13/2004
210The Merrill downgrade was semis and semi equipment. I don't think there hElroy-7/13/2004
209From GS: EMS Supply Chain Insights: OEM/semis results should stabilize sentimentmopgcw-7/12/2004
208It is getting interestingly priced here closer to book value. Weakness across tmopgcw-7/12/2004
207Looking pretty attractive again from a valuation standpoint. Hard to believe thElroy-7/12/2004
206GS EMS Supply Chain Weekly: Will HP & IBM clear last week's clouds? WEEmopgcw-5/17/2004
205From GS: Sanmina-SCI Corp. EPS (FY Sep) 2004E $0.21, 2005E $0.44 In-Line/Neutralmopgcw-2/1/2004
204SANM's operating margin in September was 1.7%, and SLR was 0.5%. Probably SElroy-1/7/2004
203Why in your opinion is SLR lagging? Is SANM putting un-utilized capacity to workDavid Lawrence-1/7/2004
202<i>still seems rich for a company that rarely achieves more than single diElroy-1/6/2004
201Around $12b in trailing sales, and $6.8 market cap. Okay, I can see that compareDavid Lawrence-1/6/2004
200<i>Why is ECM getting such high valuations? </i> SANM and SLR are sElroy-1/6/2004
199I'm holding a large position here, including January 2005 $5 and $10 calls bDavid Lawrence-1/6/2004
198GS: Sanmina-SCI Corp. EPS (FY Sep) 2004E $0.18, 2005E $0.00 In-Line/Neutral (SANmopgcw-10/28/2003
197Sanmina-SCI Corp. EPS (FY Sep) 2004E $0.18, 2005E $0.00 In-Line/Neutral (SANM) $mopgcw-10/25/2003
196From GS: Celestica, Inc. EPS (FY Dec) 2003E $0.00, 2004E $0.50 Outperform/Neutrmopgcw-10/14/2003
195ssb on jabil/slr: Thoughts and Questions from Early EMS Returns June 23, 2003 mopgcw-6/23/2003
194From GS: Sanmina-SCI Corp. EPS (FY Sep) 2003E US$0.07, 2004E US$0.20 In-Line/Nemopgcw-6/2/2003
193From GS: Sanmina-SCI Corp. EPS (FY Sep) 2003E US$0.07, 2004E US$0.20 In-Line/Nemopgcw-5/8/2003
192These reports indicate SANM is more SCI then old SANM, with low end servers comprich evans-4/25/2003
191Message 18881035mopgcw-4/24/2003
190SSB take on the Q: OPINION Sanmina-SCI reported fiscal second quarter cash-EPSmopgcw-4/22/2003
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