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.
Technology Stocks : ADFLEX SOLUTIONS ( AFLX )

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: PAR who wrote (69)6/20/1997 12:08:00 AM
From: wm sharp   of 718
 
Paula - SFLX experienced two component supply shortages in recent quarters. If they are being fixed, as management has been claiming, SFLX will see some dramatic sequential comparisons. The recent SEG scares, IF legitimate, would effect both companies IMO. I'm still trying to sort out the share price disparity. The balance sheets speak for themselves. (FWIW: If these two companies merged, they'd be one powerful unit, given the flex connector fundamentals. SFLX's significant new capacity is paid for and ready to roll. No long term debt. To top this off, SFLX currently has over 1/3 of its share price in cash in the bank.)
Here's one of many valuable posts by Paul Klemencic on the other thread:
techstocks.com
Bill
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext