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 (368)	8/7/1997 1:33:00 PM
From: Kent Sarikaya	of 558

Joe, I agree that looking around... SFLX looks like a great value and great buy, then why isn't it moving? I can't believe that the funds are waiting for a positive quarterly earnings suprise now. There are many companies in SFLX shoes that have moved up without really showing a dramatic change in quarterly earnings. Maybe the hard drive sector or percieved companies related to it are out of favor now. Perhaps a Seatgate or a Western Digital has to have a blow out quarter to get things going again? I don't personally think the new tax adjustments are going to have that big of an effect on stocks in the near term. Maybe a good year or two out it will, but not now. Old habits are hard to break and until funds feel the public demands a change there won't be any. I have another question, is the capitilization of this company too small for most funds now, or at least for funds that get a lot of coverage and press? I'm having a growing feeling that is the case. If so, at what point do funds seem to start buying? I'm going to look into this also on the net and if I find anything of course I'll post it here.

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