Flextronics International (FLEX) Message Board

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Technology Stocks : Flextronics International (FLEX)

FLEX 63.03

+0.3%

Dec 18 3:59 PM EST

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To: Judy Muldawer who wrote (1291)	7/27/2000 10:35:17 AM
From: Rick Kraus	Read Replies (2) of 1422

It’s also a huge chunk of my portfolio, too. It certainly goes against conventional wisdom to keep so much of one’s portfolio in one stock but if I would not have had it this way I never would have seen the gains that I’ve gotten the past few years. I’ve probably fallen in love with this stock a bit too much but I still think that it’s not an obscenely overvalued stock. I certainly won’t buy anymore (although I really, really, wanted to when it dipped below 50 this year) but I won’t be selling any, either. I don’t have the time to do the research other guys seem to have so I’ll hold it a few more years. Rick

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