Flextronics International (FLEX) Message Board

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Technology Stocks : Flextronics International (FLEX)

FLEX 64.83

-2.6%

Jan 16 9:30 AM EST

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To: kolo55 who wrote (545)	2/15/1998 12:17:00 PM
From: patroller	Read Replies (1) of 1422

Remember Guys diversification is great,but our companys have to be able to pickup 200+mil dallor contract's that shows they are a player ,if it happpens to be more than 20% so be it,the fact is that without that kind of biz you will not grow you margins or your company.It takes the same amount of G&A for 20mil of biz as it does for 200mil.Look at jabil they have more 15-20% players than anybody ,they also have the highest margins.If you truly want to invest for the long term it is paramount that your selection is selected to bid on and get the big contracts, otherwise they will not be able to be one of the big six.believe me they really do need to be in the top six if you want to make the big money.Flex has take the nessesary steps to be a top gun diig has not,does'nt mean their not good just mean they are'nt in position to be great.jmho patroller

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