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Technology Stocks : Flextronics International (FLEX)
FLEX 56.92+2.9%Nov 24 3:59 PM EST
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To: kolo55 who wrote (670)5/22/1998 1:27:00 PM
From: jeffbas  Read Replies (2) of 1422
 
Paul what do you think is going on with Flex? This drop is far more than a shelf registration would warrant. Is it the sector? I note that
my "portfolio" of ECM stocks, JBL, FLEXF and SCI, is down 23% from recent highs - not a minor drop at all.

Is there ANY scenario you can paint where holding these would be a mistake? How badly to you think declining ASP's hit them? (That is the only thing I can think of that would eat into sales growth that would seem highly assured.)
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