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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Stoctrash who wrote (37106)	6/2/2000 10:55:00 AM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 63513

Fred, I joined you for a partial position on NT. Supercomm is going to be big this year. NT, though an evil canadian company, is positioned well for the future. They have drank the kool-aid, unlike LU, and will be a decent adversary for the White Knight of the Silicon Valley. JXM

To: Stoctrash who wrote (37106)	6/2/2000 3:15:00 PM
From: John Pitera	Respond to of 63513

great call on FLEX a few weeks/month ago :-) Thanks Fred I have been pretty happy with Flex I was able to really enhance my position within a few bucks of the 200 DMA a couple of weeks ago. the 30 Billion dollar deal with MOT is a big deal. OG pointed out to me in Reno the article in the WSJ on 3-3 or so where Flex has really built up there presence in Mexico, but not in tijuania where the workers leave and come to the US. they have a quicker turn around time to Silicon valley than manufacturing in Asia. John