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Non-Tech : SMARTFLEX ALSO MEMBER OF THE IOMG FAMILY

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To: Joe Dancy who wrote (158)6/24/1997 12:18:00 PM
From: Douglas V. Fant   of 558
 
Joe,

This morning when SFLX dipped, I got really greedy and posted an order to buy some more SFLX @ $10/share. Well, that was stupid of me as the price did not stay down there long. But I did buy more shares of SFLX @ $10 1/2 just a few minutes ago.... Joe take a look at the APM Thread at Note # 3186. The computer resellers are seeing good demand for hard drives.

So I doubt that SFLX's (unless there is some weird problem of which we are unaware)earnings are going to slow down that much....


Sincerely,

Doug F.
P.S. I came back and re-edited this note: here's the relevant portion of that note:

New subject: I called two resellers that I have access to the "inner sanctums" of: Synnex and Ryno Computers. (Synnex being of formidable size). Both said that disk drives are selling steadily. No demand problems or surplus problems. No price war dramas. No tech "slow down" in terms of sales. By the way, the report from Synnex was a live moment to moment screen-scan of sales. They know what they've sold on any given day and where that day stands in the month compared to other months.
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