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

To: kolo55 who wrote (593)3/4/1998 12:19:00 AM
From: John Morelli  Read Replies (2) | Respond to of 1422
 
Do you think FLEXF will exceed analyst estimates for the quarter ending March 30th (sounds likely since Marks is so bullish)?

Assuming its a strong quarter, some of those profit takers may regret it. This isn't a stock that I would do much trading with (notwithstanding its volatility). It could move up sharply and unexpectedly, while you are out of it.

On another topic, ACTM sure looks like a buy at these levels unless they are in bigger trouble than we know.



To: kolo55 who wrote (593)3/4/1998 8:46:00 AM
From: jeffbas  Read Replies (2) | Respond to of 1422
 
I note from this week's InsiderTrader that the CEO and a President
(2 people) filed a 144 to sell 28,632 shares when the price was $36.46.
I recall that only a little earlier you quoted Marks as saying the stock was a good buy at $35+.

I have always had the feeling that Marks was a wheeler-dealer type person - the kind of guy who would say buy the stock when he was selling. This did not improve my view.

What do you think?


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