Check out PLXS - a different business model in a similar space (more design work - less straight assembly. - It has been recently beaten down and represents a good value now. - It tends to cycle up and down in price but the long term trend for growth and profits has been postive. - it is a well run company that is positoed for good future growth. I agree with your analysis of NTE - building a position at these levels should yield very strong returns in 3-5 years (or less)-The overall market is probaly the biggest thing holding it back right now.