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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector -- Ignore unavailable to you. Want to Upgrade?

To: solderman.com who wrote (2330)	4/22/2000 12:24:00 AM
From: Bob Wells	Respond to of 2542

Solderman-Thanks for posting the Fortune article.

To: solderman.com who wrote (2330)	4/22/2000 11:59:00 AM
From: rich evans	Read Replies (1) \| Respond to of 2542

Good article but of course to those of us on this thread they are preaching to the choir. It does bring to mind a statement by Marks of FLEX awhile back when he was asked about the volatility in his stock (BETA 2.87 or something) and he felt it was not justified because of the nature of the business/customers etc. FLEX alone seemed to do about 4 bill this year just ending compared to about 2 bill last year for 100% growth. I am thinking they can do it again with the combined company and be over 10bill. What do the gurus on this thread think? Rich