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: Ian@SI who wrote (259)	7/14/1997 3:22:00 PM
From: kolo55	of 558

My answers to your questions: 1. Solectron (SLR) was listed as a competitor. Was this just done by the lawyers to avoid a lawsuit or does SLR actually compete in the Flex arena today? SLR is a small player in flex; that is why I consider SLR as the most likely buyer of SFLX in a buyout. In fact, I don't understand why SLR hasn't looked at SFLX. 2. AFLX was listed as a competitor. Isn't AFLX also a supplier? Does this potential conflict concern any of you? AFLX supplies flex material and does some flex assembly, but is a much smaller assembler of the complex flex assemblies that SFLX makes. The assembly business requires a system to work closely with the customer in designing a flex product for a specific application and producing it in the required volume and at a good price. SFLX is the largest producer of flex assemblies, and with the Mexico and Cebu Phillipine plants, have what I believe are the lowest cost production sites. Tehy make the most complex assemblies in the sub-sector. I asked Al Castleman one day, if they had lost any major customer accounts to competitors, and he said No. OTOH I understand that CCIR and several others are trying to get into flex business, but I'm not sure as assemblers. In any case, SFLX is the big player, and I believe the lowest cost player, and the most technically capable player. 3. Non-HDD revenues were down sharply due to "a customer inventory buildup in previous quarters". Does anyone know who the non-HDD customer is? ... when the inventory buildup may be reversed? Ian, take the time and read the thread! This question has been answered numerous times. The big non-HDD player is HP; they apparently buy flex units for their color scanner products. Al has said that HP is taking shipments regularly this quarter, after interrupting shipments in the last Q due to an inventory problem. And yes the inventory problem was discussed in the call. I bought 2600 shares this morning. Paul

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