Piffer OT - And Other Assorted Nuts Message Board

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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts

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To: John Pitera who wrote (36673)	5/31/2000 12:49:00 PM
From: The Phoenix	Read Replies (1) of 63513

Hee hee. Nope - haven't red lined the car yet but I did once have a car .... er.. it was a van ... that showed fuel milage as you drove. Yes, very interesting. I especially liked it when you coasted downhill and you'd get like 90 mpg! Well, first I should go on record that I'm not a fan of Barrons. I think the outsourcing business is a great business and that FLEX, SANM, and SLR will do quite well as the build out continues. I think FLEX's idea to get into installations is BAAAD!!! And I'd stay away from that one big time. There is too much competition in that space and it will require significant expense on FLEX's part to enter. This will take away from their ability to focus on core businesses. I think it's a really bad move and too divergent from their core business. Margins - yes, they may increase short term. By next year there will be a margin squeeze and vendors look to push prices down to compete. Disclosure: I own both SLR and JBL. OG

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