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

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To: Joe Dancy who wrote (725)10/30/1998 2:30:00 PM
From: Ian@SI  Read Replies (1) of 848
 
Joe,

I haven't seen anything specific to SFLX within the last couple days.

But IBM announced a sub $600 PC today, so perhaps the market is expecting some revenue to flow from the recent contract SFLX announced.

Much positive press has been aired during the past week about the health of the HDD sector. I suspect that SFLX is caught in that rising tide. After all, it's one of the few ECM's that's remained profitable during the downturn. It should do exceptionally well as business picks up. ... or at least I keep telling myself that.

FWIW,
Ian.
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