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Non-Tech : SMARTFLEX ALSO MEMBER OF THE IOMG FAMILY
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To: Ian@SI who wrote (227)7/9/1997 8:30:00 PM
From: Joe Dancy   of 558
 
I only have one stock in this sector, and it is SFLX. I looked at larger cap contract manufacturers, but the valuations while attractive for larger caps were not near as attractive as SFLX. There may be more undervalued companies around with more potential, but I don't think you'll find too many with more potential than SFLX.

Others, for one reason or another, did not pass my financial screens or I thought they carry too much downside risk. Then again, sometimes you just go with your gut feeling.
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