...from a glance, looks like a good call. I sold out of mine as well (i mentioned in a post this morning that I had sold 1/3 so far). I wasnt concerned about the FLEX/SANM dissapointments too much...just that we were bascically at 52 week highs (if you take out two or three spike days) with a strong recent move. And in the past even guidance of .37/share or so could send KTCC lower.
I was concerned at the magnitude of the reaction to SANM. However, I felt too that the market is not rewarding the sector for growth and KTCC was unlikely to really substantially beat its outlook....or to add to that outlook......a company has to have time to absorb its growth. As you say, it was being treated in-kind with the rest of peers although it is best of breed. Anyway, I'll be back.