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Technology Stocks : ADFLEX SOLUTIONS ( AFLX )

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To: Kent Sarikaya who wrote (496)1/15/1999 12:15:00 PM
From: Douglas V. Fant  Read Replies (1) of 718
 
Kent, I tend to look at FCT's announcement that they doubled ball grid array production (part of a flip chip)this quarter as an indication that AFLX's flip chip sales to PC, telcomm, and dd makers is good. Don't forget that AFLX last quarter announced design wins from Xerox, Dell, and Samsung.

I believe that what you are seeing in FCT's numbers is those contracts being put into production..... So I'll stay long on AFLX. In fact I added 50% more shares yesterday on the big dip.

Finally I tried to look up Stell Toll. That is a Dutch or German sounding name. But I could not find any information- perhaps a privately held company? Also another beaten down tech stock that may deserve a look here is SEMX. It's ignored just like AFLX by the street....

Sincerely,

Doug F.
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