Flextronics International (FLEX) Message Board

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Technology Stocks : Flextronics International (FLEX)

FLEX 63.65

+1.6%

3:59 PM EST

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To: Ken Zeller who wrote (420)	12/3/1997 11:37:00 PM
From: John Morelli	Read Replies (1) of 1422

Although technology sector has been weak lately which I guess has had some effect, I believe FLEXF weakness is due to concerns re SLR. 3Com announcement regarding earnings shortfall which has analysts worr ied about the telecommunications and networking sector. 3Com is 10% of SLR revenues. JBIL, SANM and SCI were also weak today. Question: Does FLEXF derive significant contract manufacturing revenues from the networking commuincations sector? Perhaps Paul, if you're still following this thread, could answer this one.

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