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Technology Stocks : Flextronics International (FLEX)
FLEX 61.50+1.9%Jan 9 9:30 AM EST

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To: steven siu who wrote (382)10/17/1997 9:01:00 PM
From: rich evans   of 1422
 
Thanks for link. FLEXF is looking awfully good to me and is a buy with the recent downturn in all these ecm companies. I would be interested in pauls thinking on this last report. Their balance sheet has really turned around and cash flow and I think Michael Marks will use this liquidity in a big way. I am thinking of buying more even though my basis is way down about 20. Its my new average up routine. But I took a very significant position in ACTM so will have to stretch. Paul, why did you sell some of FLEXF to buy ACTM? And is FLEXF a buy now?

Rich
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