Intevac (IVAC) !! A great takeover candidate??? Message Board

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Technology Stocks : Intevac (IVAC) !! A great takeover candidate???

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To: Paul Viapiano who wrote (297)	1/21/1998 5:19:00 PM
From: Dale Stempson	Read Replies (1) of 365

The press report looks excellent to me. biz.yahoo.com A record quarter AND the backlog increased: >>>Backlog totaled $73.8 million at December 31, 1997 as compared to $71.1 million at September 27, 1997, and $63.7 million at December 31, 1996. Five customers placed orders for Intevac's disk sputtering systems, which included Intevac's first order for a MDP-250C which will be used to manufacture 5 1/4'' magneto-optical disks and the first order for MDP-250Bs from Fujitsu Limited.<<< If this is what IVAC can do under the current DD market conditions, things could get exciting when the industry turns around. To anyone who had access to the CC, please post your comments and observations. What was the future outlook from management? What was the tone of the CC? Where the analysts upbeat and congratulatory? TIA Regards - Dale (DD sector longs - IOM, HMTT and IVAC)

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