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Technology Stocks : Flextronics International (FLEX)

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To: patroller who wrote (1153)8/8/1999 11:25:00 AM
From: Marc  Read Replies (2) of 1422
 
Let's look at the sales growth rate sequentially for the last 5 quarters.

Q-4 Q-3 Q-2 Q-1 LastQ
________________________________________
CLS 773 811 925 1081 1249
+5% +14% +17% +16%
________________________________________
JBL 309 317 447 493 522
+3% +41% +10% +6%
________________________________________
FLEX 376 422 499 508 529
+12% +18% +2% +4%
________________________________________
SANM 197 194 260 281 309
-1% +34% +8% +10%
________________________________________

I'm not trying to tell peoples who will continue to grow this fast
next year, but i remember people here telling others that Flex&Jabil
would be the ones this past 5 quarters. I don't see how anyone who
follow the EMS sector can ignore CLS (you know the "pile of dung")
:)

Regards,

MArc.
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