INVX Innovex Comdex Winner !! Message Board

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Technology Stocks : INVX Innovex Comdex Winner !!

INVX 23.50

+0.6%

Jan 9 9:30 AM EST

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To: Douglas V. Fant who wrote (2724)	10/20/1998 11:27:00 AM
From: Mark Oliver	Read Replies (2) of 3029

Well Douglas, WD has reported and they've shown increased units sold as did QNTM and SEG. I can only assume they've tracked the rest of the pack, so units should be generally up. WD has now gone 100% MR and they are not a TSA customer. So, WAT sales to WD should be good. They have also delayed any new products from IBM which should mean they won't be using their TSA based drives. In fact, I hear they have a very good 4.3 gig drive that is based on RDRT and it'll be well accepted, and maybe timely. If they didn't get talked into FOS from RDRT, then they'll probably be a good business for INVX. Still think earnings will be weak for this quarter, but they could have favorable things to say. Really hanging on a new customer. Generally market is doing very well, but I have my doubts if it will hold. Regards, Mark

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