INVX Innovex Comdex Winner !! Message Board

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Technology Stocks : INVX Innovex Comdex Winner !!

INVX 22.00

-1.6%

Dec 24 12:59 PM EST

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To: Kurthend who wrote (2755)	11/10/1998 4:22:00 PM
From: Douglas V. Fant	Read Replies (1) of 3029

Kurt, Thanks! What an incredible transcription! Well, 14 months ago I wrote a detailed article on the coming flip chip revolution for the Lonestar Growth Investor. You can in fact still find it in the archived articles at members.aol.com Well judging from what was aid on the conference call flip chips are going to make a very large impact upon INVX's bottom line this fiscal year jumping to over 50% of their revenues! Gang what we have here is a "wolf in sheep's clothing". After reviewing your excellent notes Kurt, I believe that INVX has transformed itself from a dd maker into a full-fledged ECM- and I need not tell you what that means. Just look at SCI, FLEX, SLR, DIIG, and JBL. These stocks all have 25-30% revenue growth rates moving forward.... I am really, really impressed by INVX's Management. If you all read this Thread, then my hat is off to you- a tremendous job done! BTW Kurt MBGA's refer to "Micro Ball Grid Arrays"- those are the bumps by which flip chips are attached to the motherboard and thus no leads are necessary.... Flip chips as previously noted are critical in the drive toward minitiarization of all consumer electronic components... Also I bet (as I have mentioned before here) that INVX studied or will study two other flip chip makers , SFLX and AFLX carefully as potential acquisition partners.... Sincerely, Doug F.

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