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

To: Joe Dancy who wrote (722)	10/23/1998 11:10:00 AM
From: rich evans	Respond to of 848

It has been a tough year for me STockwise. I sold some puts and have had to deal with that but the clouds are breaking and your articles seem to indicate more blue sky. SFLX can't seem to grow revenues and this next year will be the test for me with them to grow. I think they would make a great addition to some of the other ECMs. SLR has a nice flex operation and you would think their competitors would want one also. They are a perfect fit with AFLX except both are running at a low cap utilization percent right now.There should be a lot of business out there you would think especially in tele/data com: From Lucent: "McGinn called his No. 1 competitor, Cisco, "the best selling machine in the industry today." Asked if there was room for both companies, he said, "This business will be $650 billion by 2001. We are the largest in the world, and we only have 7 percent of the total market. There's room for everyone. If we do our job, we'll be among the leaders." Rich