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: Douglas V. Fant who wrote (258)	7/14/1997 1:27:00 PM
From: Ian@SI	of 558

Hi Doug, all, I took a quick look at the 10Q for 1Q97; generally, I'm optimistic re SFLX. However, there were a couple new points which I would very much like to get an informed opinion on. 1. Solectron (SLR) was listed as a competitor. Was this just done by the lawyers to avoid a lawsuit or does SLR actually compete in the Flex arena today? 2. AFLX was listed as a competitor. Isn't AFLX also a supplier? Does this potential conflict concern any of you? 3. Non-HDD revenues were down sharply due to "a customer inventory buildup in previous quarters". Does anyone know who the non-HDD customer is? ... when the inventory buildup may be reversed? Paul, Were the inventory items addressed at all in the conference call? In advance, thanks and good luck to all, Ian.

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