Silicon Investor (SI) -- The First Internet Community

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) -- Ignore unavailable to you. Want to Upgrade?

To: patroller who wrote (1121)	7/9/1999 3:29:00 PM
From: MGV	Respond to of 1422

Update on Industry Relative Performance from 3/1 techstocks.com CLS up 70% FLEX up 53% JBL up 41% Accountability Check The big issue for CLS is the poor margins and ROE and ROA. #1990, Paul M. Klemencic, Mar 16 1999 6:42PM Message 8198378 Message 8215537 Message 8357717

To: patroller who wrote (1121)	7/14/1999 1:40:00 PM
From: rich evans	Read Replies (3) \| Respond to of 1422

Flex has stalled out this week in the $57 rang but JBL looks like it is going back on track and headed toward convergence with FLEX and is valadating Pauls valuation/trading strategy. But the real feast is DIIG announcing another 200 mill in annual new orders and passing thru 40. Pauls analysis posted many months ago has been worth a lot of dough and DIIG keeps putting in more yeast. I think it will join the big brother valuations which will put it at FLEX numbers since the earnings per share are tracking FLEX although 6 mill share dilution on secondary may change things somewhat. But it does reload their gun for more targets. Caio Rich