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Technology Stocks : SmartFlex Systems (SFLX) - Blitzkrieg or Sitzkrieg?

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To: Kent Sarikaya who wrote (685)7/14/1998 10:24:00 AM
From: Paul Senior  Read Replies (1) of 848
 
Kent: I too have come to admire your patience, and I've been wrong to doubt that you would still be in this stock. You have my respect and an apology.

I've lost my way with SFLX. If it's a growth stock, management says they can't see very much sales growth. If it's a value stock, then at this opening price it's scooted above book value: I don't see where strict value investors would come in at this price. For me, SFLX seems like one of those stocks that no matter what I do or when I do it, or what SFLX itself does, the investment just is not profitable. Seems like the only reason I have to hold this stock is hope -- hope that it will recover. That's a pretty poor reason. So I'm using today's surge to close my position. Maybe if I take a break, I can review SFLX in a more objective way. Best of luck to all you guys. Senior
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