Stockchase Opinions

John Zechner Sanmina SCI Corp SANM-Q BUY Apr 11, 2002

Valuations look good.
$9.960

Stock price when the opinion was issued

electrical electronic
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DON'T BUY
Low in his database.
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Ranks in the bottom quarter of their database. Too early yet.
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Over capacity in the sector.
DON'T BUY
Midpoint on the database model. Sales are down 9%. ROE of 3%. Razor thin margins.
SELL
Historically high tech stocks do very well from September until the Electronics Consumer Show in January, plus or minus 2 weeks. This stock peaked out early so it has under performed the others. Would move into another sector.