Flextronics International (FLEX) Message Board

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Technology Stocks : Flextronics International (FLEX)

FLEX 57.56

-2.0%

Nov 18 3:59 PM EST

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To: jeffbas who wrote (327)	8/11/1997 2:31:00 AM
From: kolo55	of 1422

I have 55% of portfolio in ECM. So I am getting reluctant to increase that much from here. But I did buy some stock in the sector over the last month. I have been reading the Flextronic 10K in-depth, and I like what I've been reading so far. I will post some commentary when I get a chance. I've already spent my limit today on the net. As for me buying Flextronics at current level, I can't. Its my second largest position and is close to 20% of portfolio now. I won't buy more at this point, but I still expect quite an appreciation over the next 2-3 years. Paul

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