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

To: Donald Wennerstrom who wrote (786)	4/7/1999 4:52:00 PM
From: Joe Dancy	Read Replies (2) \| Respond to of 848

Company is very responsive to granting an interview. In quiet period before earnings. Will contact after the 20th to arrange details. Company confirmed cash position strong and acquisitions pose some new opportunities as they are incorporated. They did not voluntary disgorge any information that was discouraging but I did not quiz them either. Joe

To: Donald Wennerstrom who wrote (786)	4/8/1999 12:31:00 AM
From: Douglas V. Fant	Read Replies (1) \| Respond to of 848

Donald, I am in SFLX,,AFLX, and INVX. You can't compare SFLX and INVX with AFLX. Both SFLX and INVX are cash rich while AFLX is cash poor. On the other hand AFLX has a broad customer list- might AFLX be an acquisiton target on the cheap to SFLX here- especially with its newly expanded Thai plant (and the fact that SFLX buys flex circuits from AFLX)....?? Sincerely, Doug F.