Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: kolo55 who wrote (442)	12/11/1997 4:55:00 PM
From: Marantz	Respond to of 1422

Paul, BTW- I think the sell-off today was linked to the blow-out in Jabil shares linked to Quantum's earnings warning. Shares of Genrad have been behaving badly since their recent announcment of a contract to supply Jabil. It's funny how inter-related these things can be, even when they shouldn't be. Marantz

To: kolo55 who wrote (442)	12/12/1997 2:18:00 PM
From: Jeffery E. Forrest	Read Replies (1) \| Respond to of 1422

Some notes and small corrections. Ericsson is about 25-30% Ericsson accounts for 30% of net sales, Advanced Fibre is about 10% Advanced Fibre accounts for 11%, UP from 3% from same period last year. You say: Neutronics reported about 55% of their sales of $170M were to Phillips. In actuality, 60% of Neutronics net sales in the 6 month period ending June 30, 1997 were to Phillips. Neutronics had net sales of 142.6 million for the 12 month period ending June 30, 1997. Since I posted, I see that 18acastra says Phillips is about 20%. Actually his post shows a figure of 10%. Perhaps you misread or he edited after you read his post? FLEXF's top 5 customers account for 63% (61%) of net sales for the 6 month (3 month) period ending Sept, 30 1997 up from 46.5% (51%). Advanced Fibre accounts for more than half the increase. I'm assuming that Ericson, Advanced Fibre, Microsoft, Thermoscan and USRX are the top 5? The last time I really did any homework on FLEXF was back in June and USRX and Thermoscan each accounted for 10% of sales. Sales to USRX have decreased, but sales to Thermoscan have increased. Looking at all these figures it appears that the Neutronic aquisition will have a HUGE impact on FLEXF's numbers. Has FLEXF gotten their MIS software in place yet? This could be a real problem in the short term.