Flextronics International (FLEX) Message Board

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Technology Stocks : Flextronics International (FLEX)

FLEX 57.35

+0.8%

Nov 25 3:59 PM EST

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To: kolo55 who wrote (263)	6/13/1997 2:12:00 AM
From: GuyNixon	of 1422

I am new to Flexf and ECM, and I have some questions for the other more experienced members of this board. 1. I understand Flexf has aggressive plans to expand its capacity. How does the company plan to utilize this new capacity? What kind of customers is the comapny targeted after? How well position is Flexf to get their business? This question is especially important to me for the new factories in China and South America. 2. How's the timing of this expansion? I read from this board that the company has begun construction last summer, which is slightly earlier than many of its competitors. Will there be sufficient demand when the factories are completed? What will happen when other competitors factories begin to go into production? 3. What kind of effect will lower computer prices have on contract manufacturer in general? Is it good? Perhaps companies may attempt to outsource more in order to cut more prices... Or, is it bad? Because the margin in this industry may get even lower. Maybe somewhere in the middle perhaps... Any response and comments will be greatly appreciated. Thank you. Guy

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