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: patroller who wrote (524)	2/11/1998 11:35:00 AM
From: John Morelli	Read Replies (1) \| Respond to of 1422

Are your sources internal?

To: patroller who wrote (524)	2/11/1998 2:24:00 PM
From: 18acastra	Respond to of 1422

Patroller, you hit the nail on the head and that's why I am invested big time in the stock. Your concerns about managing the growth are also the sames ones I have and therefore I keep a close eye on the business and its progress. However, the way I look at it is there is so much growth for them both short term and long-term (especially w/ position in Europe w/ big European customers who will be giving out a ton of business), that even if a short-term hiccup happens, it gets worked through. Also, at this valuation, there seems to be little downside to the stock. It is inconcievable to me that no matter what happens, 1 year from now the stock is not significantly higher than it is today. The real question on hitting the home run is how well they execute on a challenging ramp-up. Perfect execution gets the home-run, bad execution you still do okay w/stock because still so much growth so risk/reward is very good. My opinion.