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User 188201
3 Comments
Sanmina Up Again, Despite Down Market [view article]
"With a puny Price/Sales ratio of 0.12 and PEG ratio of 0.65, the company is sporting numbers like a value stock, not a tech stock."You don't know what you're talking about. This is a low margin contract manufacturing business. Low margin = punny P/S ratio. And its valuation should have absolutely nothing to do with that of a tech stock: SANM spends 0.3% of its revenues on R&D.
This is standard chart monkey analysis. There's no depth to this.
No love. Sep 03 12:54 AM
STEC Design Win at Apple: Short-lived Catalyst? [view article]
And also, what the Avian analyst is completely missing is that INTC's drive is coming out in a SATA interface, which is incompatible with AAPL's laptop. It's not before early 09 that the INTC drives can replace STEC. Is taht what he means by short lived? May 04 08:49 PMSTEC Design Win at Apple: Short-lived Catalyst? [view article]
You're giving them too much credit - coming out a week after the fact and confirming a win isn't exactly actionable research. It would have been more impressive if they had actually broke the news out themselves and stayed negative. Second of all, their conclusion is the easy one - obviously in the fight INTC/Samsung vs STEC you're going to pick INTC as a winner, for no other reason than it's INTC. And finally, Lehman has been notoriously negative about this stock for months. So the "ga-ga" comment is misinformed. May 04 11:22 AM