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

To: rich evans who wrote (1212)	12/2/1999 6:41:00 PM
From: MGV	Read Replies (1) \| Respond to of 1422

The one he "documented" (after the fact) was profitable in the sense of the aphorism "Never confuse brains with a bull market." The trade lasted a nanosecond and had to be closed because he got the story wrong. The better trade would have been the exact reverse. The more impressive trade, one that would have showed true insight, would have been long CLS (or FLEX for that matter) and short BHE or PLXS or a second tier name or even JBL. He shorted the absolute best performer over the ensuing months of the top tier names. Don't be starry-eyed. He exposed his apparent superficial knowledge with that dance and it was not a pretty picture. "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."