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

To: Joe Dancy who wrote (727)	11/8/1998 7:33:00 PM
From: Joe Dancy	Respond to of 848

Just a followup note on the last one. Several months ago we did some research into developments in the hard disk drive area - and specifically developments in the MR and the GMR area - and it looks like IBM will be a leader from what we found. SFLX is well positioned. The best quote from our article, somewhat dated now, is "TrendFocus predicted that the MR/GMR market will grow from 450 million units in 1997 to 1,375 million units in the year 2000 - equating to a compound annual growth rate of over 45%" Text is at members.aol.com Best - Joe

To: Joe Dancy who wrote (727)	11/9/1998 3:45:00 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 848

Joe, I thought the article was very positive in outlining a potential breakout performance by SFLX starting this quarter and on into next year. I notice it is dated, 2 November 1998 - that was a week ago on Monday. SFLX had a nice increase last week of 16 percent. While the article was very positive, it doesn't seem to have been very wide-spread to date. For instance, when "clicking" on recent news from SI, there is no mention of the article. I think many other "news sites" also do not have the information. Once it is disseminated into a broader readership, SFLX share price probably will continue to increase.