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 (233)	7/11/1997 2:42:00 PM
From: Douglas V. Fant	of 558

Joe, Yes, but I left the list at home, but I'll post it here this weekend. My other favorite small caps Semitool (SMTL) was on the list. Give Semitool a look. It jumped its short term resistance level on the upside easily today, and is poised to challenge its 52-week high of $15/share. There are actually only about 8 or 9 small cap tech companies on the list, interestingly, and mainly software companies.... Strangely they overlooked SECX, Southern Electronics. I just followed your advice today and bought a little SECX on today's pullback. One brokerage firm yesterday just upped its estimated SECX FY 98 earnings (their FY98 starts in June 97 I believe)from $1.23 to $1.48. Also they missed Nanometrics (NANO).... The price disparity between SFLX and AFLX is a joke. I'm wondering what do you think Joe- should we buy more SFLX or short AFLX? Sincerely, Doug F. Sincerely, Doug F.

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