Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Joe Dancy who wrote (768)	3/16/1999 1:30:00 PM
From: Artslaw	Respond to of 848

In honor of your upcoming interview, and to support the thread which I started from the old SFLX thread, I went back into SFLX today at 4 3/16. With cash of $4.50 (and book of $7.89), it's hard to be TOO worried about additional downside risk (famous last words). SFLX has been nice to me before, I hope it is again (it has been nice to me because I'm not a long-term holder!). Steve

To: Joe Dancy who wrote (768)	3/18/1999 11:26:00 AM
From: jsabelko	Read Replies (1) \| Respond to of 848

I have a technical question concerning recent trends in the drive industry and sflx's positioning. For the past year INVX and Hutchinson have rolled out new drive suspension assemblies FSA and TSA respectively which both supposedly allow for higher capacity and simpler assembly. The main assembly advantage from a recent press release is that "these products are being replaced by suspension assemblies that don't need to be connected to a flex actuator by a bridge assembly". Apparently invx was the leader in bridge flex connect. How does SFLX fit into this changing landscape? I'm still researching, but I'm unclear how this will effect SFLX but INVX is supposedly bringing on some serious flex capacity which appears to be direct competition for SFLX. Can anyone help clarify this issue. Thank you. joby