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: Joe Dancy who wrote (172)	6/25/1997 5:01:00 PM
From: Douglas V. Fant	of 558

Joe, If it's cresting then I say "surf's up"- let's ride the crest! So goes life when you invest in tech stocks! To be honest I see big potential in Smartflex currently, so I've taken a big position in SFLX (quintupled my position in the last seven days). I'll guess we'll find out whether that was a brilliant move, or a financial Vietnam! I'm encouraged because another of my favorite "stealth stocks", SMTL took off today with about 6x normal volume. My feeling is that SFLX will trade sideways until SEG, QNTM, and WDC release earnings. If those reports collectively look good, then SFLX will take off. If not SFLX's report is due out Mid-July. I think that SFLX was affected by the SEG 9gig harddrive cutback, but the impact will be less than people think (remember that SFLX said last April that their backlog in orders had jumped 20%).... Sincerely, Doug F.

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