Technical analysis for shorts & longs Message Board

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Strategies & Market Trends : Technical analysis for shorts & longs

SPY 665.67

-0.9%

Nov 17 4:00 PM EST

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To: j g cordes who wrote (34538)	9/30/2001 1:13:50 PM
From: Johnny Canuck	Read Replies (1) of 68086

Jim FLEX looks a little like a mixed results. biz.yahoo.com THis clip inidcates seasonal strength due to hardset production for the Christmas season, but that they might warn of a waeaker Dec Q. FLEX looks to be taking market share in a difficult environment especially from xompanues outsourcing like MSFT and CPQ. I think TMCS is further down the food chain, so FLEX is essentially taking share in a declining market. The weak pricing power of the semiconductor companies should also help FLEX gross margins.

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