SI
SI
discoversearch

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 (462)1/9/1998 1:17:00 AM
From: jeffbas  Respond to of 1422
 
Terrifically interesting assessments. Thanks a lot. (Sent you some email as well.)



To: kolo55 who wrote (462)1/9/1998 10:21:00 AM
From: Twombat  Respond to of 1422
 
Paul,

I agree with Jeffrey. Thanks for the terriffic insight. Along the same ratings scale where would you put PGTZ? (PGTZ was downgraded today by Adams Harkness)

Best regards,

Twombat



To: kolo55 who wrote (462)1/11/1998 9:32:00 AM
From: Joe Dancy  Respond to of 1422
 
Thanks for your rating of management Paul. As you know I have an interest in SFLX ,and at least you rate the management of three companies below them and didn't state that they belong in jail or anything quite that caustic.

As for CTN management, maybe they are "sucking their own exhaust" as defined in this article - members.aol.com

I'd have to agree with your analysis of well managed firms also, including FLEXF.

Best - Joe



To: kolo55 who wrote (462)1/12/1998 1:52:00 PM
From: patroller  Read Replies (1) | Respond to of 1422
 
Paul call me lucky or stupited cause I bought more at 29.5 maybe it's the weather 30 below you know.Pppptrooolererer.



To: kolo55 who wrote (462)4/7/1998 8:47:00 PM
From: jeffbas  Read Replies (1) | Respond to of 1422
 
Paul, I was reminded of your wonderful mgmt rating piece you put together. Would you mind updating it when you get a chance?