Stockchase Opinions

Robert McWhirter Sanmina SCI Corp SANM-Q DON'T BUY May 11, 2001

Low in his database.
$29.990

Stock price when the opinion was issued

electrical electronic
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BUY
Valuations look good.
DON'T BUY
Ranks in the bottom quarter of their database. Too early yet.
DON'T BUY
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.