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Technology Stocks : INVX Innovex Comdex Winner !!
INVX 23.45-0.6%3:59 PM EST

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To: Mark Oliver who wrote (2815)1/13/1999 6:17:00 AM
From: Z Analyzer  Read Replies (1) of 3029
 
<< Perhaps more interesting is Seagate who has built
Innovex's leading edge product, HIF into their Cheetha high end drives. Seagate just
blew away estimates as you probably know and this can't hurt Innovex.
>>When asked about wireless on the call, SEG said they were evaluating TSA vs FOS and others but would use FOS in current and next generation products. What we don't know is the degree to which this is voluntary as opposed to not being able to get TSA because they were late to the party. (They seemed to use the term FOS broadly including those assembled by by SEG). Z
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