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Plexus Corp. Message Board

  • georges10 georges10 Apr 15, 2005 4:44 PM Flag


    The firm said that while it remains defensive--it only rates three companies at "buy": Benchmark Electronics (nyse: BHE - news - people ), Jabil Circuit (nyse: JBL - news - people ) and Amphenol (nyse: APH - news - people )--"we can more easily envision changing our stance on the EMS names in the second half of 2005, particularly as share prices have moved significantly lower recently and some entered into our 'fair/attractive' ranges." In its coverage of the EMS and electronics supply chain sector, Banc of America's top two picks are Benchmark and Jabil. The firm's least favorite is Plexus (nasdaq: PLXS - news - people ), which is rated at "neutral" with a price target of $10.50.

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