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To: Mike Healy who wrote (2947)11/2/1999 6:36:00 PM
From: rich evans  Respond to of 3029
 
I agree with your assessment. And forecasts should be less volatile with less DD. Worried about FSA acceptance and new customers there visa via TSA from HTCH. Also hope they stick with AFLX assembly business (FCOF) as this could be a high growth area and good ROIC. They said they were evaluating whether to stay in this business. The one stop shop concept which is touted these days would mandate that they stay in this assembly business so I hope it is not a short term ROIC soley decision.

Rich