ADFLEX SOLUTIONS ( AFLX ) Message Board

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Technology Stocks : ADFLEX SOLUTIONS ( AFLX )

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To: Kent Sarikaya who wrote (94)	9/15/1997 3:48:00 PM
From: rich evans	of 718

I orginally owned equal amounts of both stocks. I have finally traded out of AFLX and converted all to SFLX. This decision is based not on market action but fundamentals. AFLX has done a better job in diversifying out of HDD. And it is vertically integrated and supplies SFLX. AFLX has small float of little over 1 mill shares. I put sell limit orders in above ask price and MM always moved price up to grab my shares. This happened several times. So someone big and inside in my opinion is accumulating AFLX for an extraordinary transaction. SFLX is almost the reverse. The question is who is selling? Someone is distributing these shares on the supply side as opposed to AFLX. Near term therefor and marketwise AFLX has been much better. Both stocks I bought around same time at 11 orginally and had similar sales and earning estimates and look at the difference now. So now I am content to wait for the fundamentals to improve at SFLX and the stock to react which the company and posts indicate will not start until Q1 in 1998. Flex assemblers are not that many so the big boys are not a problem. SLR has a small flex business. INVX is starting one in minnesota. Japan has large compnay and then there is SFLX and AFLX. Rich

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