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Non-Tech : SMARTFLEX ALSO MEMBER OF THE IOMG FAMILY

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To: Douglas V. Fant who wrote (254)7/14/1997 11:14:00 AM
From: Joe Dancy   of 558
 
Doug - I've suffered a relapse. Could not resist buying another 2000 shares this morning, even though I'm more margined that I'd like to be. SFLX is very very attractive for the long haul at these prices, regardless what is said this afternoon.

Looking at the worst case, someone will come in a buy these guys out somewhere around book value. Looking at the best case, this company could grow at 20% plus per year for the next five years. I like the risk/reward relationship here.

Best - Joe

P.S. - On another front, SECX was recommended today by some firm who sees $20 within the year. SECX is interesting, but pales in comparison to the potential with SFLX. I know you like the "S" stocks <g>.
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