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Technology Stocks : INVX Innovex Comdex Winner !!
INVX 22.78+4.2%Jan 2 9:30 AM EST
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To: Tokyo VD who wrote (2128)1/21/1998 3:38:00 PM
From: Mark Oliver   of 3029
 
One thing that has become clear is that many people were not able to forcast the recent problems. Now, you read the reports that have come out about drop off in sales from Dec and DD makers cutting inventory and taking huge losses. Plants are closing and openning and closing again as they all try to get adjusted. You can bet it's also a opportunity beat suppliers into lower prices. Then add currency fluctuations and the variety of fears about Asia, PC sales, etc, etc.

If INVX doesn't want to walk out on a limb and predict numbers in this environment, that seems reasonable to me. The fact that they have been able to maintain margins is very important. They are doing very well balancing through a very rough period.

Regards,

Mark
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