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Strategies & Market Trends : Drillbits & Bottlerockets -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (3801)	2/19/2001 9:58:40 PM
From: John Pitera	Read Replies (1) \| Respond to of 15481

J. thanks for the datapoint, by CM's I assume you mean the FLEX, SANM, SLR, JBL type companies. (contract manufactures) FLEX which is a name that we talked about in Reno last March is one of the few tech companies that is still selling for the same price as last March. not bad compared to most of the tech area this past year. And that probably correctly highlights the theme that outsourcing to companies like FLEX is a macro theme that is far from over. It's fabulous to hear about areas where we see relative strength as companies like FLEX, SANM etc can continue to execute well. JP