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Flextronics: The Art of Becoming Flexible

Alpha In Vietnam ― In May I initiated coverage on Flextronics (NASDAQ:$FLEX) noting that the Singaporean lean manufacturer was in the process of re-tooling their entire business away from being a high turnover, low-margin short product life-cycle outsourcing assembler into a more diversified higher margin primary manufacturer.  Given the ongoing implosion of one of their former main clients, Research [...] .

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