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

To: kolo55 who wrote (545)	2/15/1998 12:17:00 PM
From: patroller	Read Replies (1) \| Respond to of 1422

Remember Guys diversification is great,but our companys have to be able to pickup 200+mil dallor contract's that shows they are a player ,if it happpens to be more than 20% so be it,the fact is that without that kind of biz you will not grow you margins or your company.It takes the same amount of G&A for 20mil of biz as it does for 200mil.Look at jabil they have more 15-20% players than anybody ,they also have the highest margins.If you truly want to invest for the long term it is paramount that your selection is selected to bid on and get the big contracts, otherwise they will not be able to be one of the big six.believe me they really do need to be in the top six if you want to make the big money.Flex has take the nessesary steps to be a top gun diig has not,does'nt mean their not good just mean they are'nt in position to be great.jmho patroller

To: kolo55 who wrote (545)	2/15/1998 8:57:00 PM
From: patroller	Read Replies (1) \| Respond to of 1422

Paul just to show you how important it is to be a player in the global sence, here's is the rev growth year to year, one could expect from a Top Gun like flex ,lets start with 2bil in rev's at 40% 1yr 800,mil 2yr 1.12bil 3yr 1.568 bil 4yr 2.195bil 5yr3.073 bil at this point our superstar is now doing 10.765 bil .I think for flex that works out to be around 23bucks a share x30=690 a share ,now that's what I call a five year plan .If you pick the right company you'll have your lottery winner with just 2 thousand shares .I know patroller is nuts .think again 30,000 shares x 690=20bil market cap, about 1,7 times rev's.gee 18acastra is richer than shit.jmho patroller