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Non-Tech : Secret Squirrels hit! -- Ignore unavailable to you. Want to Upgrade?

To: Trumptown who wrote (8072)	4/30/2002 10:01:29 AM
From: Steve Lee	Read Replies (1) \| Respond to of 12872

I have just been looking at FLEX. Looks like a good value play. Buying FLEX with a forward PS of 0.5 combined with shorting some large cap semis with PS's around and above 10 (MXIM, XLNX, ALTR, LLTC) would seem to be a good play that you could sleep on without worrying about a crash or a rally.

To: Trumptown who wrote (8072)	4/30/2002 10:18:54 PM
From: Trumptown	Read Replies (2) \| Respond to of 12872

Wow, did I mention PDYN here??:) Big quarter for them...50million in cash, plus .10 in EARNINGS!! This is a DSL/telecom company. Should open hot tomorrow... SR