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

To: rich evans who wrote (754)	9/2/1998 8:48:00 PM
From: paul kneitz	Respond to of 1422

There was a post on the Yahoo JBL thread rumored that JBL won some Lucent biz, with the statement that they took the work from SANM. Maybe FLEXF was also competing for that work????? Otherwise...maybe jitters about a slowdown in FLEXF revenue this qtr?? Anyone call the company?

To: rich evans who wrote (754)	9/2/1998 9:00:00 PM
From: Paul Senior	Read Replies (1) \| Respond to of 1422

Anybody still buying besides me? I assume the margined-to-the-hilt people (like some of the people on this thread -g-) are actually selling into this. If FLEXF can earn $2.60/sh., as posted earlier, that'd be about 25% ROE on Yahoo's Bv of 11. I don't believe it will happen. But I continue to buy, and look forward in a few months to posts here telling me how smart the posters were to have 'reduced positions' after it broke below 30, and how great it was to pick up shares at below 23. (Maybe just like how astute is was to pick up shares at 37 -g-). JMO, and I've been wrong many, many times before.