SmartFlex Systems (SFLX) - Blitzkrieg or Sitzkrieg? Message Board

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

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To: rich evans who wrote (716)	10/14/1998 8:28:00 AM
From: Joe Dancy	Read Replies (1) of 848

Yeah Rich, I listened to the conference call also. Interesting on page B6 of the Wall Street Journal yesterday they had an article on how the hdd sector was recovering - and they think the excess inventory was burned off and the the hdd fortunes will be pretty well told by how many pc's are sold. The good news is that the inventory has been sold down - which may "spring load" the system a little more if we ever get a recovery in this sector. Company is on the right track IMO. You are also right we will not see the value immediately. Joe

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