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Technology Stocks : Flextronics International (FLEX)
FLEX 63.21+0.6%12:42 PM EST

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To: Jerome who wrote (1341)4/8/2001 1:15:32 PM
From: John Trader  Read Replies (1) of 1422
 
Jerome, Do you own this one? I have a small position, bought higher when the argument was made that these guys will benefit in hard times, as you stated. Also I was impressed that FSELX owns/owned it (as of December 31). Long term the stock has done very well. Lastly, there was a good article in a Fidelity magazine (to the best of my knowledge) a while ago arguing that this one could be a huge winner going forward. The guy was looking at long term macro-trends. I wonder if the China news is affecting this one a lot here at this time though. I think they have one plant there, is that correct? Do you think it is a good buy at this point, or more of a hold?

John
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