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Gold/Mining/Energy : Big Dog's Boom Boom Room

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To: profile_14 who wrote (33656)	7/17/2004 8:57:32 PM
From: CommanderCricket	Read Replies (2) of 206128

profile, IMHO - As much as I respect FLEX as a company I would be very carefull with FLEX or any of the EMS Providers right now. BTW FLEX and Hon Hai (Foxconn) are by far the best run EMS Providers I deal with. We've seen a leveling in business since spring with FLEX, SLR, CLS and others. In some cases, book to bill ratios across our industries are at or going below one. My competitors are experiencing the same. The last 4 quarters is it for tech for this cycle. It's going to get ugly. Intel and Nokia are just the beginning. Good luck Michael

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