Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 181.08

+3.5%

Dec 19 9:30 AM EST

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To: Mark Oliver who wrote (7305)	11/5/1999 3:29:00 PM
From: Dan Woodbury	Read Replies (1) of 9256

Guys, as a long time Innovex investor (I still remember the glory days of 96 and early 97...) my read of Innovex is they are greatly diversifying from the hard drive business. I believe they intend to sell flex wires to hard drive manufacturers but that segment of the market will represent a much smaller share of their total revenues. In fact, I have to believe that the recent rally in Innovex was precisely because they are becoming less dependent on hard drive revenues and intend to profit much more from the huge growth in ECM (electronic component manufacturing)

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