Flextronics International (FLEX) Message Board

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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 (685)	6/2/1998 10:11:00 PM
From: John Morelli	Read Replies (1) of 1422

I am concerned about the repeated bouts of volatility that we have seen (assuming its over for now). I don't claim to fully understand all the reasons for the extreme volatility but over time I would expect this sectors volatility to decline. I think the following issues are relevant: Investors become more familiar and therefore confident in the sector's investment story. I think the sector is still relatively young and investors are concerned about many aspects including the sustainability of the high growth/profitability (therefore at the first sign of trouble they exit). ECMs attract more coverage from leading brokerage firms such as Merill Lynch or Goldman Sachs who will provide credible comprehensive coverage i.e., improving the level of information and removing uncertainty. ECM firms continue to grow and increasingly show up on "large cap" screens and likely attract more institutional (i.e., professional) investor following. I think we would all benefit from less volatility (which in itself may generate more investor interest from those who typically avoid high beta stocks). JMHO

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