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Non-Tech : SMARTFLEX ALSO MEMBER OF THE IOMG FAMILY

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To: wm sharp who wrote (241)7/12/1997 12:54:00 AM
From: Douglas V. Fant   of 558
 
bill, Thanks for the tip on FERO. I too believe that SEMX is significantly undervalued and its revenue potential is underestimated.. I'm sitting in a position in what I call the "S" stocks- SFLX, SMTL, SEMX. SFLX may take a while to get going, but I'll be patient on this one. I may be a dreamer but I'm thinking that SFLX would be a nice acquisition for a Sanmina, INVX, Solectron, or even a DIIG.

If not, then SFLX will do fine on its own with its first-to-market FCOF technology. It is running a FCOF protoytpe for WDC this quarter. Let's hope that things work out....

Sincerely,

Doug F.
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