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: kolo55 who wrote (726)	7/27/1998 11:35:00 AM
From: patroller	Read Replies (1) \| Respond to of 1422

Paul I'd say we got our answer as to why flex is getting hit,ericy and of course the market .patroller

To: kolo55 who wrote (726)	7/27/1998 11:39:00 AM
From: John Morelli	Respond to of 1422

Down again today unfortunately. You raised some good issues. I wonder if we can e-mail FLEXF (I'll try later today or tomorrow). I'm also interested in knowing: 1) What caused the decline in the gross margin and whether we can expect more of this in future. 2) Did June 26th close impact quarterly revenue and if so by how much? (I assume it did). The sequential growth as you point out is a little low especially given Marks' comments (if I remember correctly) about 30% annual growth being achievable over the next few years. Of course one quarter may not carry any significant implications. Thanks for your interesting comments. Lots of insight as usual. One of the companies which I follow (TFS) has started putting a summary of their conference call on their internet website. I'm going to suggest this, maybe they will act on the suggestion.