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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Stoctrash who wrote (572)	3/24/2000 7:06:00 PM
From: John Pitera	Respond to of 33421

Fred, hopefully SNDK is movin' on up. They have had a nice couple of years. In a slightly different area, I have been pleased with how FLEX has been moving. The chart is pretty good with a new all-time high today, and it's forward P/E is lower than it's 1 and 3 year earnings growth rate. The Journal had an article on March 2nd commenting how well the new FLEX facilities in Northern Mexico were performing. And how it was important to be closer geographically speaking to the end user US market esp. CA. So I would have you look at them as well. SLR, while not at a new high is also in this sector and their fundies look good as well..... Tom D, Gary and I were talking about them in Reno.... John