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 (204)	7/4/1997 5:24:00 PM
From: Douglas V. Fant	of 558

Joe, Thanks for the article! Let's see if SFLX functions like INVX, where it supplies a sufficiently braod spectrum of DD Makers, that demand just shifts horizontally amongst customers, but does not necessarily impact the supplier itself; particularly with the new business from the Asian DD Customer (name to be revealed in next quarter's report).... The loss of SEG business in the high end for a while can't help, but let's see how the opening of new facilities and feed in of Asian business impacts the final mix..... Long on SFLX... And Happy Fourth of July! God Truly Bless this Great Country of America! Sincerely, Doug F.

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