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Strategies & Market Trends : Z PORTFOLIO
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To: Larry S. who wrote (7758)8/2/2002 10:30:43 AM
From: DanZ  Read Replies (1) of 11568
 
Buy 1000 FLEX at 8.11. This stock got an upgrade from Merrill two days ago and has held up better than most semis today and yesterday. Despite NSMs warning, I think that the valuations in many semis are compelling and that they offer excellent upside from here. FLEX has been stronger than most, and should perform better than most when the group turns.
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