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

To: Jim Miller who wrote (767)	3/11/1999 10:43:00 PM
From: Joe Dancy	Read Replies (2) \| Respond to of 848

The value is here guys, just be patient. I want to interview the CEO here in the next month, and if they agree I'll request questions to fire at these guys. I still like the company a lot, and it is a lot cheaper than when I first ran across it - but then again not that small caps are down for the year - and were down last year - so we have a lot of company.

To: Jim Miller who wrote (767)	3/21/1999 9:42:00 AM
From: Joe Dancy	Read Replies (2) \| Respond to of 848

Interesting valuation here - but the good news is that finally some big money is going to be committed by big players to buy into washed out tech companies - buyout firms looking for tech companies like SFLX that are cheap as dirt. In any event we are not in unique company here - most other stocks did not perform anywhere near as well as the S&P mega caps - but a spark like buyout firms may get this sector rolling again. Articles on buyout funds are linked to the Lone Star club webpage at members.aol.com - Have no commitment yet from SFLX on interview - Doug Fant is pursuing, he interviewed CEO of TAVA Technologies last week. Joe