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

To: jeffbas who wrote (783)	9/9/1998 12:04:00 PM
From: John Morelli	Respond to of 1422

I agree, but not completely. FLEXF sems to have been particularly hard hit if you compare it to SLR for example. Recently we are underperforming JBL which has announced that its next quarter will be weak! I'm a little perplexed (and suspicious). IN MY OPINION the management of COO have done the right thing by their shareholders (whether the market responds appropriately to the information or not). The Chairman of Sanmina also spoke out about forward earnings after SANM recent quarter shortfall. I could cite many other examples.

To: jeffbas who wrote (783)	9/15/1998 3:58:00 PM
From: John Morelli	Read Replies (1) \| Respond to of 1422

Regarding my earlier comments there is a posting on Yahoo indicating that Michael Marks delivered a presentation to a technology conference sponsored by Smith Salomon Barney last week. He was upbeat of course and said that he was comfortable analysts' earnings expectations for the Sept. & Dec quarters. Nice to hear! Difficult to judge but I would suggest that this explains some of the price recovery we saw late last week. I notice now with SLR having reported earnings that SLR is trading 50% above FLEXF.