Flextronics International (FLEX) Message Board

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Technology Stocks : Flextronics International (FLEX)

FLEX 64.97

-4.2%

Dec 16 3:59 PM EST

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To: xtahce who wrote (1348)	4/24/2001 12:40:10 PM
From: Michael H	of 1422

"Greenberg tries to stir trouble without anything to back up his arguments." I am sure Lev Dawson has not very much of credibility left, but abut Greenberg he is right. Greenbergs "source" "thinks" that the ECMs "trade at or at some multiple to their tangible book value". Quite a backup for his "argument". I am always surprised how people can get paid for this kind of quality work, and why others paying to read it. Michael P.S. Try to relate his "However, with demand slowing, there's not much to outsource" to MOTs last earnings release and news concerning outsourcing plans, ERICYs outsourcing agreement with FLEX, SANM and CLS beating estimates last week etc. We will know more about FLEX specifics after the earnings. M.

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