ADFLEX SOLUTIONS ( AFLX ) Message Board

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Technology Stocks : ADFLEX SOLUTIONS ( AFLX )

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To: Douglas V. Fant who wrote (77)	7/1/1997 10:48:00 AM
From: rich evans	of 718

Doug the material I've read says Seagate is 35%(high end stuff like SFLX), IBM 12% Storage Tek 7% amd Compaq 6%. They have about 35 customers overall. SFLX on the other hand has 5 customers which account for almost all of their business. Besides this greater breath in customer base, Adflex manufactures the flex and sells to SFLX and has design and is more a "one stop shop" than SFLX. Maybe this is the reason it is "holding up better." Both are buys in my book however. Hdd is supposed to have a good growth in the future. All this data has to be stored especially as we go more to video. This will require lots of storage and their is nothing out there that I know of to compete except holographics which is many years out. Also I read their is a limit to how dense these disks can become with bits before they become unstable. So why don't these stocks do better? I can't figure it out. Mr. Market must be very near sighted. Rich P.S. I tried checking out IVNX. Is this a software co? It didn't seem involved in the ecm or drive business.

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