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Technology Stocks : INVX Innovex Comdex Winner !!
INVX 21.22-2.4%Dec 18 3:59 PM EST

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To: Kurthend who wrote (1845)12/11/1997 7:06:00 AM
From: Mark Oliver  Read Replies (1) of 3029
 
I suppose if you look at the bright side, they seem to be cutting back on drives that would make the least profit for INVX. It appears like the higher end desk top and enterprise drives are in greatest demand.

That being said, it still looks pretty shitty. And appearances are all that matter.

On the other hand, the fact that there are more players competing for the same market share would mean that a lot of drives are going to be made despite Quantum's efforts. They are cutting back due to increases from the likes of Fujitsu, Samsung, NEC and others.

Regards,

Mark

PS Thai baht fell again today. Each time it falls, INVX has lower cost of production.
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