NI Technology Updates Outlooks for Flextronics Benchmark Electronics Celestica Jabil Circuit and Sanmina-SCI

NI Technology Updates Outlooks for Flextronics, Benchmark Electronics, Celestica, Jabil Circuit and Sanmina-SCI

PRINCETON, N.J., Sept. 21 /PRNewswire/ — Next Inning Technology Research, an online investment newsletter focused on semiconductor and technology stocks, announced it has updated outlooks for Flextronics (Nasdaq: FLEX), Benchmark Electronics (NYSE: BHE), Celestica (NYSE: CLS), Jabil Circuit (NYSE: JBL) and Sanmina-SCI (Nasdaq: SANM).

During the July earnings season, editor Paul McWilliams was spot on. Not only was he the only one to predict Intel would report revenue of $8B, he laid out the details so accurately that one reader commented, “It was almost as though McWilliams wrote the script for the Intel conference call.”

With the October earnings season just around the corner, McWilliams has begun publishing his special “State of Tech” reports. In this series of reports, readers will find detailed data covering the sector leaders, commentary about sector trends and specific calls as to which stocks McWilliams thinks readers should buy and which he thinks they should sell.

To read the State of Tech reports, learn what McWilliams thinks Intel will report in Q3 and have full access to the Next Inning web site as well as a direct feed to McWilliams’ frequent investment ideas that have yielded a year-to-date return of 69% for the NI Portfolio, please visit the following link:

McWilliams covers these topics and more in his State of Tech report:

— Flextronics is up over 230% since McWilliams called it a strategic buy in December. What fueled these impressive returns and should investors continue to hold the stock?

— Jabil Circuit is up 88% from where McWilliams called it a good speculative buy in December. Has the outlook changed for the company? Why should investors closely track Jabil’s relationship with Research in Motion?

— Benchmark is up 60% since McWilliams called it a good speculative buy in March. What is the “wildcard” that could have a big impact on an investment in Benchmark in the coming months?

— Celestica is up nearly 165% since McWilliams called it a good speculative buy in March. What factors have led McWilliams to view Celestica more positively in 2009? Has Celestica finally overcome the uneven execution that hampered it in the past?

— Should investors be tempted by Sanmina’s recent strong move higher? Is Sanmina likely to be an acquisition target, and which firms would be the most likely buyers?


SAN JOSE, Calif. – April 2, 2008 – Sanmina-SCI Corporation (Nasdaq NM: SANM), a leading global Electronics Manufacturing Services (EMS) company and high-performance printed circuit board (PCB) fabricator, today announced SuperBC™ at Apex 2008 in Las Vegas. This new patent pending technology delivers next-generation levels of performance for Buried Capacitance® applications for use in providing bypass capacitance inside silicon chip packages and high-performance PCBs. SuperBC also includes a layer of Sanmina-SCI’s patent pending eESD™ embedded electrostatic discharge (ESD) protection technology which, if designed properly, can protect 100 percent of the I/O pins on a chip or PCB from voltage transients as high as 30K volts. Sanmina-SCI’s PCB Division plans to collaborate with their joint development partner Shocking Technologies and BC Licensee Oak-Mitsui to integrate Xstatic™ voltage switchable dielectric (VSD) material with ultra-thin layers of nanopowder loaded Faradflex™ material. “SuperBC laminate will provide next-generation levels of capacitance density along with other enabling performance characteristics,” stated George Dudnikov, Senior Vice President and Chief Technology Officer for Sanmina-SCI’s PCB and Backplane Divisions. “The technology uses a base 1 or 2 mil BC core onto which additional 8 micron or thinner high Dk dielectric layers are added to form a composite capacitance core. Multiple dielectrics can be added to either boost bulk planar capacitance values or segregate the Power Distribution System

Sanmina-SCI completes transition of Mexico PC Business to Lenovo

Sanmina-SCI has closed and completed the transition of its personal computing BTO/CTO operation in Monterrey, Mexico to Lenovo Group Limited.
This is in accordance with the Company’s previous 8-K filing on May 1, 2008 announcing the signing of a definitive agreement between Sanmina-SCI Corporation and Lenovo for the sale of certain assets and the assumption of certain liabilities by Lenovo.