SMARTFLEX ALSO MEMBER OF THE IOMG FAMILY Message Board

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Non-Tech : SMARTFLEX ALSO MEMBER OF THE IOMG FAMILY

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To: Paul Senior who wrote (178)	6/26/1997 12:12:00 PM
From: Douglas V. Fant	of 558

Paul, I tried a rough hewn calculation of any impoact (this quarter) on SFLX. I estimated an 8 1/2% impact. Assuming an average $40mm quarter, then this would suggest coming in at around $36.8MM revenue. Now Paul K. calculated about six weeks ago an earnings/revenue realtionship which I'll have to dig up to see how it may impact revenues. Yeah, I guess we are in a "value play" now, ha! But just my instincts make me think someone like Solectron or Innovex or DII Group, all who are expanding their ECM capabilities arer watching this situation. This stock is dirt cheap, has commercialized a new technology, FCOF, and has manufacturing facilities spread around the world, near its major customers' plants. I have absolutely zero information, but my instincts say that SFLX is "hanging out there"..... Sincerely, Doug F.

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