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: Clouseau who wrote (521)	9/1/1997 10:54:00 PM
From: Douglas V. Fant	of 558

Dave, No guarantees here as we can never be fully sure that the current bunch of management just aren't a bunch of goobers. But this stock has manufacturing capacity in an industry with high barriers to entry (SMT), a new commercial FCOF flip-chip technology in a market (flip chips) that will grow significantly over the next 3-4 years, no debt, and plenty of cash. Plus they have a $61mm (but fading a bit because of Seagate per secondquarter release) order backlog- slash it by 15% and that's still 1 1/2 quarters full production for their factories.... So they are starting in a pretty good position- worth waiting to see what happens. Sitzkrieg, Waiting for Blitzkrieg

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