Flextronics International (FLEX) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Flextronics International (FLEX)

FLEX 59.52

-5.4%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: rich evans who wrote (758)	9/3/1998 12:29:00 PM
From: jim heger	Read Replies (1) of 1422

Rich, FLEXF has me digging for margin dough too. Appreciate your comments and will be giving thought to your view of the environment in which ECMs operate. Maybe the better margins of a company like PLXS, which is more sharply focused than the global players, leaves it in the stronger position. That argument was dismissed I think in the past by 18a and others who persuasively showed the necessity of rapid expansion. But recent events may have pointed up the higher risk of that strategy. At least the market expresses no confidence at the moment in what we trust to be a solid investment. jh

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next