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

To: patroller who wrote (727)	7/27/1998 11:39:00 AM
From: 18acastra	Read Replies (1) \| Respond to of 1422

think you are right, although the ericy thing is a bit silly. ericy ran up big because nokia had great earnings, and now came back down as they just hit earnings number. ericy was weak on the handset side, where nokia was particualrly strong. implication is nokia is gaining share, which probably spooks people. anyway, none of this really matters because flex does not make handsets for ericcson. flex business with ericsson continues to grow on core pbx products and new programs. they just reported last q 1 week ago and said ericy continues to grow nicely and relationship is very strong. my opinion.