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

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To: Jorj X Mckie who wrote (55698)10/10/2000 12:22:40 PM
From: John Pitera  Read Replies (1) of 63513
 
I see that FLEX has sold off to it's 200 dma,

the list of contract manufactures are down quite a bit.

how bad is the capital spending slowdown going to be?

companies like FLEX do not have long term contracts and
when business slows down then the rosy revenue scenario
is out the window.

I guess many are pondering how big the decline in cap
spending growth will be.

what are your thoughts on this Tom.....
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