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Technology Stocks : Flextronics International (FLEX)
FLEX 58.29+1.3%Nov 19 3:59 PM EST
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To: kolo55 who wrote (314)8/10/1997 10:36:00 PM
From: jeffbas   of 1422
 
But Paul, having neglected to buy it in the low 20's, is it more than a strong hold in the mid-30's, for someone who owns none? Do you
see earnings growth like what drove JBIL to 100? How much does the lack of standard taxes in the earnings and the balance sheet affect your view of what the p/e should be? (I note that elsewhere you posted that you are not investing new money in the ECM sector.)
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