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Technology Stocks : Flextronics International (FLEX) -- Ignore unavailable to you. Want to Upgrade?

To: patroller who wrote (1124)	7/15/1999 7:37:00 PM
From: rich evans	Read Replies (1) \| Respond to of 1422

I am sure you saw the Flex Q1 numbers out today. As interesting I think are the projections for Q2 with the acquisitions announced. If they can hold the net margins above 3%, I think March 2000 year end could be as much as 1.80 with revs over 3 mill. Am I being to Pollyana. (Always loved that girl.) I once discussed 1.70 with Paul but I think this is low now. PLXS announced an OEM factory purchase today and is getting a good response along with its quarterly report. But I know you are a two horse hombre except for a few stray dogs and cats you keep around (APW i.e.) My hair is already grey so I shouldn't worry about more grey hairs from these stocks I guess. Did you see HDCO today +10%. Someone must sell those boards to FLEX and JBIL although Piper Jaffery says Flex is better positioned costwise becasue of its campus strategy and its board and plastic capabilities. Rich, a true believer in Jaaa FLEX