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


To: Dave Mansfield who wrote (630)3/29/1999 8:25:00 PM
From: Jeff P.  Respond to of 718
 
Does anyone know what percentage of AFLX's revenue is dependent on the disk drive industry? The company's web site implies a broad range of applications for their technology; however, most posts refer to a heavy dependence on the drive industry. Any comments?



To: Dave Mansfield who wrote (630)3/30/1999 12:55:00 AM
From: Douglas V. Fant  Read Replies (1) | Respond to of 718
 
Dave, If you have time go over to audioinvestor.com and listen to the new interview of Amy Selner of the Berger Small Caps Fund. Amy notes in that interview that all small caps have suffered since the deflationary cycle has impacted their pricing power- that's the bad news.

The good news is that she feels that that deflationary impact upon pricing power will fade toward year end.....