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Technology Stocks : INVX Innovex Comdex Winner !!
INVX 22.05+0.2%Dec 26 9:30 AM EST

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To: Mark Oliver who wrote (1954)1/5/1998 8:13:00 PM
From: Kurthend  Read Replies (1) of 3029
 
Mark,

The RDRT announcement could be a dounle edged sword. On the bad side less heads (for the last two weeks of December) mean less wires sold by INVX although RDRT is just one INVX customer. But on the flip side this is probably only a short-term/temporary situation. On the good side, the rapid transition to MR heads will mean an overall increase in the number of wires sold by INVX.

I am keeping my fingers crossed. Hell, INVX is still only selling at a PE of slightly over 10.

Take care.
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