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Technology Stocks : ADFLEX SOLUTIONS ( AFLX )

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To: rich evans who wrote (649)5/4/1999 7:16:00 PM
From: Kent Sarikaya   of 718
 
Rich, that was a very poignant point in your post. I think this
really bad and unusually long slump has to indicate something and your post nailed it. There has been a significant change in the computer industry and its finally working its way down to these companies. The old and crank them out and we'll sell them later approach has changed over to the logical, build to order systems that technology offers today.

Its brought prices down incredibly and now managements will have to learn to live with quick change and limited runs and quick turn arounds. I think AFLX's investment in state of the art software fits into this scenario really well and with the new expanded facitlity will lead to good times again.

The fact that inventories are down and business is starting to pick up in Asia will pay off next year and quite possibly later this year.
Thanks for the good news!

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