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

To: rich evans who wrote (1270)	5/11/2000 9:04:00 AM
From: solderman.com	Respond to of 1422

OT Sold BHE at 20 in January, even knowing it would rise later, as I wanted to reduce margin debt. I should have sold some other stuff instead! Since then I've added SLR at 29 3/4 and FLEX yesterday. solderman.com

To: rich evans who wrote (1270)	5/16/2000 2:00:00 AM
From: Paul Senior	Read Replies (1) \| Respond to of 1422

To Rich Evans: lol. It's dangerous to go by my tech picks, Rich, esp. WIND, which is expensive (p/e, p/sales, etc.) and which I've not bought but am still considering. I'm using a "non robust" reasoning process for WIND: -just because I see its logo on my screen every day. With this same "reasoning", I missed out on MSFT (didn't buy), but did try it(very small position) with GNET (SI owner) and ELNK (Earthlink, my service provider) -both stocks which I eventually sold at a profit, I believe. And as far as my "reasoning" goes, I still say that these ECM companies are still Very Expensive. Somehow though, -g- I've now got positions in SLR, JBL, and (of course) FLEX. Somewhere along the line, I wanted to be a flipper too, but I guess I wasn't quick enough on the exit flip. Now I don't know what to flip out of, or into, of if any at all. -g- Although I would consider flipping into (or just adding to) Kemet (KEM) who make the tantalum capacitors that are in such short supply and that maybe are affecting SLR and others. KEM has announced it can't meet demand, the stock has dropped from its highs, and now they've just announced a stock split. Although, of course (-g-) my opinion is that KEM too is still and also Very Expensive (dangerous) even at its current price. Paul