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Technology Stocks : IMPX - When Will the Dead Money Awaken?
IMPX 6.210+13.3%Oct 22 3:59 PM EST

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To: DEER HUNTER who wrote (361)5/30/1998 9:26:00 PM
From: Phil Jacobson  Read Replies (1) of 532
 
Well, I could look it up I suppose but seeing the experts are all here could someone tell me what pct of IMPX revenue is from Asia? Or, better yet, are IMPX products subject to heavy price cuts in conjunction with oversupply from Asians not buying much for the next year or so. If the connection is small then we're getting sucker punched and getting a very big buying opportunity indeed. One of these days one of the talking heads in the press will tell the herd to look for companies that were decked in tandem with the rest of the sector for the wrong reasons.

Don't feel bad about $1.27. I've got $1.50. I look at stocks as commodities and use the question "would I buy this stock at this level or shun it if I didn't own any". I'd buy this one. I'd much rather have bought it lower but I consider that loss out the window already. Compared to where it's going someday IMPX is a bargain.

Phil
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