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

To: kolo55 who wrote (1050)	2/27/1999 7:25:00 PM
From: Judy Muldawer	Read Replies (1) \| Respond to of 1422

I am still very long on FLEX. I don't like to pay the taxes, either. Heck, I'm long on INTC too. Judy

To: kolo55 who wrote (1050)	3/1/1999 12:40:00 PM
From: Asymmetric	Respond to of 1422

Paul, Thanks for the details on upcoming prospects, your analysis, and some price targets. They were definitely helpful to me. Regarding taxes, I don't mind paying them at all when I've timed the volatility in a stock right. On the other hand, that strategy as applied to Flextronics has pretty much been a failure...and it's not like you, Patroller, et al. didn't keep pointing the way forward. Guess what I was trying to do was have my cake and eat it too by catching the healthy gains in this sector with Jabil, and then catch the volatility of the sector by trading Flex, and a few others ECMs. The way this came about was not thru a study of the relative volatility of the two in relation to each other, as Jabil actually has been more volatile than Flextronics, hence a better trading vehicle. It came about because I came later to the party on Flex, and so my gains were never nearly as breath-taking as they have been in Jabil. In hindsight, had I just bought and held a core positon like you, Patroller and others, the gains would have been breath taking enough! Live and learn. Peter.