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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector -- Ignore unavailable to you. Want to Upgrade?

To: Ron Kory who wrote (1366)3/21/1998 10:28:00 PM
From: Douglas V. Fant  Respond to of 2542
 
Ron, You might check the SEC form 10-K filed Feb 17th by FLEXF. I know for sure, that FLEXF's two top customers (telecommunications companies) Ericcson and Philips Electronics make up 40% of FLEXF's business.

So FLEXF has for sure at least a whole lot of telecommunications exposure....

Sincerely,

Doug F.



To: Ron Kory who wrote (1366)3/23/1998 10:28:00 AM
From: 18acastra  Respond to of 2542
 
i believe flexf has no pc exposure. primarily datacomm/telecomm.

my opinion.


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