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Technology Stocks : Flextronics International (FLEX)
FLEX 63.03+0.3%3:59 PM EST

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To: Daryl Gresham who started this subject12/20/2000 4:02:10 PM
From: Michael H   of 1422
 
If I got it right in JBLs CC yesterday, CEO Timothy Mann said that mobile phone demand was very strong but they had specific component shortages in this sector (I think he was talking about ASICs).

Anyone care to guess how this affects FLEX mobile phones (AFAIK Ericcson, Siemens, Motorola)? Is FLEX going down today just for being in ECM as well or what can be derived from JBLs CC?

Michael
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