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 (2731)	10/23/1998 10:43:00 AM
From: Mark Oliver	Read Replies (1) of 3029

Expecting an upside earnings surprise? Every where unit volume is up. Seems like capacity utilization has hurt INVX last quarter. Maybe, just maybe they got enough volume to defend profits with declining asp's??? I bought some Hutchinson instead of adding INVX. It is clear to me that they have the product that everyone wants. I think they hold more upside potential. By the way, RDRT is shipping all heads for evaluation with their FOS. They hope to get orders for FOS along with the head. Nothing so far, but it shows they feel confident enough to risk the sale of a head by using a FOS that could hinder the performance. Or should I say they know it does not hinder performance. Even though they have the same future considerations for flex circuits in chip packaging, they don't want to make any claims about it. In fact, they had very little to say about flex. They only have 20 people in the group by the way. Regards, Mark PS RDRT is getting more business with SEG and they will surely try to displace Innovex and 3M with their own flex circuits.

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