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: Kent Sarikaya who wrote (275)	7/15/1997 11:42:00 AM
From: Joe Dancy	of 558

Kent - Company has a lot of new, low cost, techical state of the art, underutilized capacity. Rich notes in the previous note " Excellent customer relations and optimistic re business prospects." Earnings were not what I was expecting - I guessed in the low to mid teens - but the potential is there. Company has stumbled along the last few quarters with component shortages, rumors of major customers revising orders due to weak demand for their end product, etc. Lots of demand out there for companies in this nitch - SFLX management just needs to get the kinks worked out so that facilities can operate at a reasonable rate, or a more adept player may do it for them. Just my opinion. Stock spike today was probably due to the report on future business prospects, not based on earnings or anything else. This company is set to make money, once capacity is utilized. Of all the stocks I now own, this one at the current price is the most undervalued (and if you know how much I like undervalued growth companies, that's a strong endorsement). This is where I've put, and will put, my money. "Value will out" the professionals say. It will here also, one way or another. Best - Joe

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