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Technology Stocks : ADFLEX SOLUTIONS ( AFLX )
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To: Douglas V. Fant who wrote (494)1/14/1999 5:51:00 PM
From: Kent Sarikaya  Read Replies (1) of 718
 
Doug, I was surprised by Everen's analysis. It makes it sound like AFLX is losing business by a bit, but like you said the other facts don't add up. I am still positive as always.

From other readings.. it seems a shortage in different areas has started and will spread to other areas involved in technology. Also Seagate came in with good earnings. AFLX went down with and will go up with drive stocks this year. AFLX's diversification plans are good, but still are not enough to unlink us from the drive makers.

I don't how much of the business is from flip, but I assume most of it still from flex. Like you said this next report should answer some of these questions.
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