SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Non-Tech : SMARTFLEX ALSO MEMBER OF THE IOMG FAMILY
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Kent Sarikaya who wrote (499)8/28/1997 1:23:00 AM
From: Douglas V. Fant   of 558
 
Kent,

Yes as we are "big boat" people on this Thread and share! I've been systematically reading SEC documentation on many ECM's and I intend put it into the article for Joe D., if he'd like to publish it- if not I'll post it here.

I've been trying to figure out who else is big both in surface mount technology potentially for DD makers and flip chip assembly. So far I've run through most of the big independent ECM's and do not see a lot of competition on the SMT side except potentially one company in SMT (who currently only does SMT for printed circuit boards) and two companies in flip chip-i.e.pretty minimal market presence so far. However I need to review the OEM's of the world too, IBM's TDK's before I'd draw any conclusions.

Thanks WM Sharp for calling Mr. Hohener! I do not believe that many of us expect a "bang-up" quarter next quarter- but the quarter's numbers will be better simply because the capital expansion program is now complete, and that drag on the earnings will disappear.

I'm looking for proof of an upswing in orders in the final quarter of 1997. But I've established my position now since share price rises often precede release of good news for some strange reason....

Sincerely,

Doug F.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News