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Technology Stocks : SmartFlex Systems (SFLX) - Blitzkrieg or Sitzkrieg? -- Ignore unavailable to you. Want to Upgrade?

To: Joe Dancy who wrote (664)6/9/1998 11:03:00 AM
From: rich evans  Respond to of 848
 
We need some good news. AFLX is somewhat different than SFLX in that it does 2/3 of business in Fabrication and the rest in Assembly. It's FCOF capability and business is only about 5% of Revs. But there is an active thread with reports on the last CC which are worth reading. It has good management and a growth strategy to ddouble its revenues. It has a one stop shop strategy which seems to be working. It sells its flex material to SFLX. It used to be the primary supplier but not any more as SFLX is using two other asian companies primarily. I have bought 2000 shares and am looking to buy more.

Rich



To: Joe Dancy who wrote (664)6/9/1998 2:43:00 PM
From: Rich Powers  Read Replies (1) | Respond to of 848
 
Joe, if you didn't like SFLX so much, I might view II's featuring of SFLX as a negative. Some of their top twenty five which they update every month have been really turned out to be zeros. Take a look at what PRNS is selling at now. II was still recommending PRNS after it took a major dive. All that said, I still subscribe to that neatly packaged and easy to read magazine but I use it now to supplement my research.


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