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

To: John Trader who wrote (1343)	4/8/2001 6:56:14 PM
From: Jerome	Read Replies (1) \| Respond to of 1422

John, I do own some FLEX... bought it at an average cost of $22.06 per share. Here is my take on things. Telecom may recover quicker than most anticipate because bandwidth (telecom) gets absorbed faster than hard inventory. Here is my plan for the week: LRCX and MOT report earnings on Wednesday, SSTI and YHOO on Thursday and INTC on the following Tuesday. Whatever happens to those five companies as they report earnings is probably going to happen to FLEX when they report a few days after INTC. I would wait until INTC reports and then decide if more FLEX should be added to my portfolio. Two other positions that I believe are worth a second look are Corning (GLW) and Amkor (AMKR) .These three companies (along with ASYT) are going to report a good quarter. Good being relative to other tech companies that are just slightly above water Keep in mind that I'm no expert at this. Most days my analytical mind is as sharp as one of those plastic knives at Wendy's. And there's a whole bunch of posters on that AMAT thread that would say I'm giving myself too much credit. I don't know if China or the bad press from MOT is responsible for the recent decline. Lets re-visit this question at the end of this week. Thursday or Friday. Remind me if I forget to get back to You. Regards, Jerome