Invision(INVN)going which way? Message Board

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Technology Stocks : Invision(INVN)going which way?

INVN 20.80

+0.4%

Oct 30 4:00 PM EDT

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To: R Lam who wrote (491)	1/10/2002 10:55:29 AM
From: Wolff	of 558

INVN CFO said at Needham Conference a 4 month lead time exists for key parts. That is a huge lead time. So add 4 months on top of any order before they can manufacture them. If they do get an order, which is something I am not convinced will happen, 4 months of build time is removed. The other question that has not been addressed, is what is the capacity of their supplier of these parts, can they make 10 units a month or more? They are bounded by the capacity of their suppliers

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