Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 153.60

-2.8%

1:22 PM EST

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To: Z Analyzer who wrote (8271)	4/18/2000 9:22:00 PM
From: rich evans	Read Replies (1) of 9256

In INVX cc they say they will become the preferred solution with their improved FSA and only ones capable with both a price (at least 20%) and a performance lead over competitiors. They have only SEG now whcih should ramp to 1.5 mill a month for INVX but expect other customers later in the year. With their chip packaging for telecom etc they are saying they will do over 200 mill in 2001 at at least a 10% operating margin. So with 21 mill operating profits and 14 mill net after taxes and 14 mill shares I think we are talking about $1 a share . They do have NOL but I didn't figure this as it may be carried back. But will the market which is supposed to be forward looking do anything or is it dead money to invest until later? Rich

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