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Non-Tech : SMARTFLEX ALSO MEMBER OF THE IOMG FAMILY
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To: wm sharp who wrote (496)8/28/1997 9:37:00 AM
From: Joe Dancy   of 558
 
Bill - Thanks for the info on the call. Doug mentioned an interesting point that the stock price tends to anticipate any improvement in the business. That is especially true with larger companies where the market is more liquid and efficient, but with 7 analysts covering SFLX you would expect some of the same anticipation here also.

As you noted, SFLX is for the longer term investor and would not be as cheap as it is without the uncertainty. Not only is the CFO somewhat vague, but the analyst estimates are all over the lot as to eps - and that means no-one knows what is going to happen short term (so expect the worst). Longer term, we know that this is a good business to be in, and SFLX can compete, which should mean profits and much higher stock prices.

Best - Joe
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