Invision(INVN)going which way? Message Board

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Technology Stocks : Invision(INVN)going which way?

INVN 20.66

-2.6%

Nov 4 4:00 PM EST

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To: Hawkmoon who wrote (409)	12/12/2001 12:57:24 AM
From: Marlboro	of 558

Appreciate your comments. Kind of the thinking already here. Complicated technologies take time and money to get them ready for volume manufacturing. These things put Invision out front. With the clock running and the established relationship with the FAA. Can't see the business going to an unproven, especially under these circumstances. Decision makers careers would be on the line. I still have concerns about GE who would have the muscle and ability to jump in now that the market demand has zoomed. Invision has publicly stated that they can ramp to 30 machines a month. That makes only 360 by Dec.2002. Far short of the 2,000 that is reportedly needed just for the US 450 + or - airports. Any idea what the worldwide market is going to be. Is this a buy on the rumor and sell on the news. Or are we at the front end of an enormous world wide demand for luggage scanners. Perhaps the later. Amazing how the stock has held up.

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