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Technology Stocks : ADFLEX SOLUTIONS ( AFLX )

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To: Douglas V. Fant who wrote (586)3/5/1999 7:34:00 PM
From: Dave Mansfield   of 718
 
Doug, be careful when you compare a company's share price with it's book value. The last time I owned a stock significantly lower than book value, they took a charge against inventory and plant and equipment which ultimately put the book value well beneath the share price at the time. Unless you're in there with the CFO you can never be sure that the stated book value is a true reflection of reality.

Still long, but not cocky.

Dave
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