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Technology Stocks : Flextronics International (FLEX)

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To: Judy Muldawer who wrote (1177)9/6/1999 5:40:00 PM
From: Robert G. Harrell   of 1422
 
Hi Judy,
I read your post #1168 and still went ahead and sold 1/2 my position at 58 1/4. I just got too nervous with the market seeming to be near a short term top and my margin almost at the max. I've done so well this year that I've become defensive in my thinking. So far, this summer seems like a re-run of last summer except that my MRVC is going up instead of down. If the re-run continues, we'll go up for 2 or 3 more weeks and then have a sharp correction. I'll probably buy back my shares with the margin I've freed up but I'm really more balanced now with approximately equal $'s of JBL and FLEX. Meanwhile, you sure have looked like a prophet to your profit.

Bob
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