Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: kolo55 who wrote (1891)	11/10/1998 11:31:00 PM
From: Douglas V. Fant	of 2542

Paul, INVX has actually become a "switch-hitter", making flex assembly components, and is also entering the flip chip packaging (i.e. assembly) area. INVX has no debt and $50mm cash in the bank and said today that it is looking for acquisitions. But now estimating that 50% of its revenues will be from flip chip assembly by the end of this year, you wonder if some large ECM looking for new technologies in flex circuit manufacturing (INVX has created a "dual flex" manufacturing technique-i.e., a two-sided flexible (bendable) circuit, and capacity in flip chip assembly won't "vacuum up" INVX.... BTW SFLX's deal with IBM while big, is just a very small portion of the flip chip/flex assembly business- a business which is accelerating along with the drive to minitiarize comsumer electronic components...

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