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Technology Stocks : INVX Innovex Comdex Winner !!
INVX 23.45-0.6%3:59 PM EST

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To: Mark Oliver who wrote (2815)1/13/1999 12:52:00 AM
From: Douglas V. Fant  Read Replies (1) of 3029
 
Mark, A night of whipping estimates in the tech/telcomm sectors! SEG, YHOO, INTC, while another AFCI reported receiving the largest single order for its digital loop products in its history....I also note DSP, which makes chipsets for cellular phones, released earnings and beat estimates after the bell.

Cell phone chipsets use flip chips. The CEO of DSP reported strong growth in sales across Japan and Korea DSP's main markets and strong growth in new markets in North America and Latin America....

Now INVX does not work with DSP- but DSP's statements lead me to suspect that there is a lot of flip chip/flex connector business to be had in the telcomm arena. My guess is that INVX will get its share (as will AFLX)....

Sincerely,

Doug F.
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