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


To: kolo55 who wrote (1044)2/24/1999 10:38:00 AM
From: Sam  Respond to of 1422
 
Paul,
"FLEX should trade at a premium to SLR."
Don't forget that SLR is now an index stock. Gives it at least a 5% boost in price, I would guess. Nevertheless, I certainly hope you're right in your appraisal.

Best wishes,
Sam



To: kolo55 who wrote (1044)2/24/1999 12:48:00 PM
From: MGV  Respond to of 1422
 
FLEX and SLR are top tier, quality names but, Celestica is in the same class in terms of industry and geographical diversity and overall scale. It is significantly cheaper.



To: kolo55 who wrote (1044)2/24/1999 11:41:00 PM
From: Asymmetric  Read Replies (1) | Respond to of 1422
 
Bloomberg article today profiled Jeff Vinik
and mentioned Flextronics as one of the 4 or 5
tech stocks he was buying for his hedge fund.
For some reason can't paste/post URL right now.
Will try and do so tomorrow.

Good luck to all. Peter.