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: solderman.com who wrote (1211)	12/2/1999 5:32:00 PM
From: rich evans	Read Replies (1) \| Respond to of 1422

Yes, the commentators are talking about a lot of froth in the Market and sky high PEs in the nifty fifty tech companies. Little Scary for us old timers. But I don't think it applies to companies like FLEX with their growth and outlook so as they say "We are different". Sold some puts in BHE today :20 dollar July. It seems like undervalued despite its second tier status and the problem child it bought (AVEX). I think some of runup came from Tech Conference today. Look at turn around in JBL i.e. I sold a little FLEX in the 70s. But bought more JBL with proceeds (IRA). But not much overall gain or loss as they both marched up. Reminds me of my military days- stay in step.Paul indicatd on the JBL thread that hehas been able to make profits when they get out of step. But he is a more nimble dancer than I am. Rich