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Technology Stocks : ADFLEX SOLUTIONS ( AFLX )
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To: Duncan who wrote (219)1/9/1998 1:29:00 AM
From: k.p. chen  Read Replies (1) of 718
 
I wonder why did you leave out all of their disk drive customers in the list, which still accounts for 50% of their business. Last Q, Seagate accounts for 17% rev. AFLX also has a history (though short) of negative surprises, which at one drove its price down to $6. I have been following and playing this one shortly after its IPO! Would you be concerned when half of your rev. comes from DD?
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