ADFLEX SOLUTIONS ( AFLX ) Message Board

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Technology Stocks : ADFLEX SOLUTIONS ( AFLX )

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To: Douglas V. Fant who wrote (534)	1/28/1999 6:06:00 PM
From: rich evans	Read Replies (2) of 718

Kent and Doug, The cc was this morning at 600 AM Pacific. Lisa at AFLX has a tape you can request. There is no replay. CC was positive but the progress of improvement I would characterize as slow. Some details: B/L only 20 mill becasue lead time more like 7 weeks on orders not 12 weeks as in the past. Same customers with IBM at 27%, Seagate 20% then Storage Tech, Maxtor and Acer which they do notebooks for.Comm areas weak which is suprising to me. Must be company specific as Comm seems strong other places IMO. Pricing stabalized and ASP up 1-2%. Assembly is 50% of Revs. Thailand is 40% of Revs. Q4 to Q1 usually flat or slightly up so will try and breakeven which they think they have gotten down to 40 mill in Revs. Credit/cash OK but still weak as you know and can see. Look for things to improve as year progresses , both sales and margins but nothing gangbusters IMO. The DIIG call on the other hand was quite Gangbusters and you can see the difference in the market reaction. Still at the price of AFLX and a 160 mill run rate soon ,stock is cheap in my opinion but its a patience game as usual. Rich

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