INVX Innovex Comdex Winner !! Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : INVX Innovex Comdex Winner !!

INVX 22.00

-1.6%

Dec 24 12:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Z Analyzer who wrote (3025)	11/10/2000 12:33:34 PM
From: rich evans	Read Replies (1) of 3029

Z, I listened to the CC and they were quite forthcoming IMO. They mentioned the material flow through and yes indicated that this was not marked up and a wash. They have four new HDD companies (not seagate) which their products are in for evaluation. They indicated that FSA has equal or better performance to TSA with a 30% price advantage and that HTCH has come in to Seagate i.e. and are trying to get their TSA products qualified and reducing their price 30% to compete. As to the ASP for FSA, they mentioned 1.50 to 2.oo and said it was under extensive qualification with the HDDs and that there is now second sourcing because of the licensing. 60% business HDD in 2001. Chip packaging ramping for Bluetooth, and Broadband applications. Sales in 2001 guided at 200 mill and 70 cents thereabouts /share. I think FSA is winning the battle and FgSA they said is working well also. What do you think? Rich

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next