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Technology Stocks : Flextronics International (FLEX)
FLEX 62.64-1.1%Nov 7 9:30 AM EST

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To: jeffbas who wrote (783)9/15/1998 3:58:00 PM
From: John Morelli  Read Replies (1) of 1422
 
Regarding my earlier comments there is a posting on Yahoo indicating that Michael Marks delivered a presentation to a technology conference sponsored by Smith Salomon Barney last week. He was upbeat of course and said that he was comfortable analysts' earnings expectations for the Sept. & Dec quarters. Nice to hear!

Difficult to judge but I would suggest that this explains some of the price recovery we saw late last week.

I notice now with SLR having reported earnings that SLR is trading 50% above FLEXF.
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