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Technology Stocks : SDLI - JDSU transition -- Ignore unavailable to you. Want to Upgrade?

To: pat mudge who wrote (16)	2/12/2001 10:30:24 AM
From: 16yearcycle	Read Replies (1) \| Respond to of 3294

ot: My position in Flex is based on simple thinking. Only a fraction of manufacturing is outsourced now, and I expect it will grow at a huge rate. Everyone wants out of manufacturing. Flex is somewhat resistant to a slowdown. There is consolidation in the industry and Flex seems to be growing the fastest. Finally, flex is a very cheap stock; a pe of about 10 on 2003 earnings, while growing at an extraordinary rate. The risk is investor psychology, imo, having a lasting profound effect on the peg ratio.