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Technology Stocks : ADFLEX SOLUTIONS ( AFLX )
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To: Irfan Rashid who wrote (100)10/16/1997 12:30:00 AM
From: Dean LeCar   of 718
 
Irfan,
I am also very impressed with the earning report, in the face of
the current slow-down in the disk drive industry. Management is to
be commended for their excellent executions of the: 1. "one-stop-shop" vision; 2. diversition to non-dd businesses (now 58% of total); and 3. rapid scaling of manufacturing operations in Thailand. All these elements are now bearing fruits, in terms of revenue growth and
increased operating margins.
I hope the market will reward this performance and push share price
beyond the previous high ($32, set in 1995) in the next few months.
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