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Technology Stocks : ADFLEX SOLUTIONS ( AFLX ) -- Ignore unavailable to you. Want to Upgrade?

To: rich evans who wrote (535)	1/28/1999 7:26:00 PM
From: Kent Sarikaya	Respond to of 718

Thanks Rich for listening and posting a nice overview and brief. Glad things are going in the right direction, it just is discouraging to see it be so lackluster when everything else seems to be taking off. Comm is weird because I follow Brightpoint also and they have been lack luster as well and it is surprising. I guess Comm is sporadic right now, some are booming and others just going slowly. I'm glad their customer base is pretty much the same and they didn;t lose any big clients, I was worried about that. Thanks

To: rich evans who wrote (535)	1/29/1999 1:41:00 AM
From: Douglas V. Fant	Read Replies (1) \| Respond to of 718

rich, Thanks for the post! Agreed, AFLX is cheap for an estimated 160mm in revenues in 1999. And I'm a big value investor. Assembly now 50% of business- sounds like flex/flip chips are taking off- IBM/SFLX-related? The continual improvement makes me think that the estimated $0.54/share in revenues in 1999 is doable. As to DIIG, you know that I've always liked that company.... But DIIG now moving from a value to a growth play IMO.... Sincerely, Doug F.