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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: John Trader who wrote (61258)3/2/2002 4:55:02 PM
From: Sam Citron  Read Replies (1) | Respond to of 70976
 
OT CREE, FLX

FLEX, CREE, and AMAT have actually performed quite similarly over most time periods. I have been a scale down buyer of Cree from 25 down to 14. Now have 1700 shares. Hoping to add a few hundred more on further weakness.

I've never invested in FLEX or ECM industry. Why do you favor FLEX over other ECMs such as CLS, JBL, SANM and SLR?

Sam