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 59.98

+0.8%

Nov 14 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: patroller who wrote (1036)	2/3/1999 5:10:00 PM
From: solderman.com	Read Replies (1) of 1422

Let's face it: CSCO's market cap is 119 times FLEX's (that's not a typo). This is a market dominated by liquid large caps. Plus there's still a residual perception that ECMs are low-margin, cyclical board-stuffers. The only large ECM's with a significantly-better-than-market (S & P 500) multiple are SLR and SANM (at 47 and 56 x trailing earnings, respectively). If FLEX keeps executing and growing, its multiple should continue to expand as well. If you had fresh cash to invest today and could only buy CSCO and FLEX, what percentage of each would you buy? solderman.com

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next