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: rich evans who wrote (285)	7/15/1997 5:41:00 PM
From: Douglas V. Fant	of 558

rich, I am guessing one more "slow" quarter based upon the slow season for computer sales,the July-August-September time period, and the fact that SEG will ramp up its purchases of parts for 4/9 gig hardrives gradually over the next few weeks rather than "all-out cowabunga". On the other hand the number of new programs that SFLX initiated last quarter is impressive. I honestly expected revenues to fall into the $35 MM range and was pleasantly surprised to the upside. Revenue is like thrust on a jet engine. As long as you have lots of thrust, then you can keep flying, and subsequently fiddle with your flaps to set the most efficient flying/earnings pathway.... Sincerely, Doug F.

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