SMARTFLEX ALSO MEMBER OF THE IOMG FAMILY Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : SMARTFLEX ALSO MEMBER OF THE IOMG FAMILY

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Clouseau who wrote (516)	9/1/1997 1:33:00 PM
From: Douglas V. Fant	of 558

Dave, Honestly I feel that the estimates may fall a bit further until SFLX shows some positive results in turning things around. Adding three flip-chip programs last quarter was good. Let's see where current negotiations go with WDC go in order to do more of WDC's business. Also I like the upgraded locations worldwide of SFLX's facilities. They are in a position to garner more Asian business of their worldwide customers. Since they are profitable currently @ 55% capacity and have no debt, that gives SFLX the power/capacity to offer good pricing to potential customers and not unduly undercut their profit margins. (I'm not afraid to "gamble" on a "quasi-turnaround" which is already profitable)... So that's why I'm sticking around. Let's see how they do... Sincerely, Doug F.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next