Electronic Contract Manufacture (ECM) Sector Message Board

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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector

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To: Sam who wrote (1889)	11/10/1998 4:34:00 PM
From: Douglas V. Fant	Read Replies (1) of 2542

Sam, Guys I 've made some good money following your ideas here. Now I want to tip you off to a potential new ECM in the making. I just listened to INVX's conference call. A maker of dd suspensions, it forayed into the flip chip market about 12 months ago. Well flip chip demand is ramping rapidly, and INVXis predicting that its revenue stream will be based 50% upon chip packaging projects growing from only a few percentage points of revenue in less than a year! With this dramatic change in composition of its revenue, I think it fair to say that INVX will have at least one foot in the ECM camp (the other in the dd camp)... Just a headsup.... Sincerely, Doug F.

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