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: wm sharp who wrote (152)6/21/1997 12:09:00 AM
From: Douglas V. Fant   of 558
 
wmsharp,

Nice description of flex circuits in Note# 62 on the AFLX Thread. Flex circuits are used in pagers too.... The flex circuits make up about 15-20% of SFLX's cash flow, so they are not a huge impediment to making quarterly numbers. Paul K's earlier analysis of the upcoming quarter was good. If SFLX comes in with $38-40mm revenue, then it should be in the low-mid-20's for its quarterly earnings number . The analyst who cut his/her estimate to $.16 for the next quarter seems too low based on the above statement, unless SFLX has to eat lots of overhead o its SEG Program.

Finally I was unaware that WDC is now an SFLX customer- is that new?

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