Global logistical supply chain:
State of the art manufacturing capabilities:
Total assembly solutions:
Global assembly locations:
The latest assembly methodologies:
Trained personnel that does not need a lag time to get up to speed:
A built in diversified cross section of the economy supplier:
Solid financial position:
A summation of Sanmina's current and past financial position:
In summary this is Sanmina's 3rd qtr filing presentation:
I believe that NOW is an exceptional opportunity for a major tech corp to solve one if the biggest problems they have: transitioning from being solely a software company to a combined software and hardware entity without the enormous costs of doing so as well as the inherent vulnerabilities in terms of security, IP security etc... and the added bonus of sidestepping the major downside potential of a trade war and or regional war in Asia which would create havoc and massive profit losses.
For ,106 % of Apple's current depressed valuation or ,2 % of Amazon's current depressed valuation or ,4 % of Facebook's depressed valuation.
In short--- it would be a bargain.
Disclosure: I am/we are long SANM.
Additional disclosure: I have been and am currently a shareholder of Sanmina, off and on since 2013