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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: j g cordes who wrote (34538)9/30/2001 1:13:50 PM
From: Johnny Canuck  Read Replies (1) | Respond to of 68076
 
Jim

FLEX looks a little like a mixed results.

biz.yahoo.com

THis clip inidcates seasonal strength due to hardset production for the Christmas season, but that they might warn of a waeaker Dec Q. FLEX looks to be taking market share in a difficult environment especially from xompanues outsourcing like MSFT and CPQ.

I think TMCS is further down the food chain, so FLEX is essentially taking share in a declining market. The weak pricing power of the semiconductor companies should also help FLEX gross margins.



To: j g cordes who wrote (34538)9/30/2001 1:16:39 PM
From: Johnny Canuck  Read Replies (2) | Respond to of 68076
 
Is anyone still following the Barrons picks? The cover story was 25 stocks that offer value in a down market. Given that this is a bear market, have Barrons in recent months been able to get any kind of follow through.


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