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Technology Stocks : Intevac (IVAC) !! A great takeover candidate???
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To: Kibby who wrote (290)1/16/1998 6:47:00 AM
From: T Bowl  Read Replies (1) of 365
 
Kibby -

I'm not so sure about the glut ending and demand growing. In the QNTM CC last nite they said IDC is now reporting DecQ growth at a meager 4% instead of the expected 20%. Inventory in the channel was the same entering the Q as exiting due to this lower than anticipated demand. I'm not sure any of this is looking up yet.
(This is not necessarily meant to be a reflection of the outlook I have for IVAC.. But it certainly doesn't help)

todd
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