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Technology Stocks : INVX Innovex Comdex Winner !!
INVX 23.71+4.4%2:08 PM EST

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To: Ram Seetharaman who wrote (2808)1/9/1999 9:00:00 PM
From: Mark Oliver  Read Replies (3) of 3029
 
I would love for you guys to make money on this company, and for that matter, I'd love for Innovex to succeed, but I'm very worried that they've lost major marketshare for the disk drive business and at the moment that's all they have. Until it happens, flip chip is pie in the sky.

Aren't you guys watching? There are major players taking there business and I don't see how they can ever comeback. Can Seagate continue to be the only company that believes in HIF? Where would Innovex be if they lost this to another company?

Innovex must have a new HIF or FOS customer, or they've really lost it. This conferenc call will be very critical. Watch out because they will have to play up flip chips as a way out if the wire business is failing and judging by your posts, I think you want to hear this news, but believe me the market is going to crucify them if they loose their disk drive business.

Maybe, just maybe they can pull off a total remake of the company and do it in time, or the share price won't have a leg to stand on. Then, if you still think they'll make it with flip chips, you'll get your chance and buy in at $5.

It's just my opinion and I hope I'm wrong as I've really enjoyed following this company and feel they always treated me better as a shareholder than any company I ever invested in.

Regards,

Mark

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