Compaq Message Board - Msg: 14592986

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Technology Stocks : Compaq

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To: Night Writer who wrote (85622)	10/16/2000 7:15:21 PM
From: profile_14	Read Replies (1) of 97611

NW, that FLEX move was predicated by the drop from the 80's to 53 and change a few days ago, Thursday, I believe, in a matter of a few weeks. I picked up some at 54 7/8. The reaction was negative due to the anticipated MOT shortfall or poor outlook going forward. FLEX is also splitting and they want to support a higher post-split price, of course, not to mention the fact that they know they have a solid quarter and outlook. FLEX is growing earnings and revenues at over 100% this FY. JBL is slightly smaller and enjoying similar growth. Both are up from their lows. Options are very expensive on these stocks but buying the stock on dips is a sure way to make money on these two issues. Good luck and regards,

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