Flextronics International (FLEX) Message Board

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Technology Stocks : Flextronics International (FLEX)

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To: Paul Senior who wrote (1274)	5/16/2000 2:49:00 PM
From: rich evans	Read Replies (1) of 1422

Now you tell me after I have extablished a position in WIND and sold its puts. <g> Oh well, can't complain about aprofit. Owned Kemet for quite a while as well as AVX but sold out as it was too of a commodity and didn't deserve IMO a PE premium. Feel differently about ECMs and own the same as you plus SCI. Can't seem to FLIP either as the question is not a rational one imo and I have no idea which one the market will view as prettiest at any time. My view of beauty may be different. Don't think ECMS are that high priced though based on forward PSRs if you will remember our Missing guru Paul K liked as a price measurement. And the growth according to Marks should continue and he expanded his time horizon from 5 years to 10 years. My value holdings have gained some but no big baggers. I used to be satisfied with my 10-15% returns peryear but I am now one of the spoiled generation. And with a second family I can guarantee you that it exists.<g>. Rich

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