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Technology Stocks : INVX Innovex Comdex Winner !!
INVX 23.45-0.6%Dec 5 9:30 AM EST
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To: Ram Seetharaman who wrote (2835)1/20/1999 12:22:00 AM
From: Douglas V. Fant  Read Replies (1) of 3029
 
Ram, Agreed. INVX's Management is clearly guiding growth projections higher with this report. And even more important is the type of growth. The chip packaging business helps give INVX a foothold in a truly growth business, and that is electronics contract manufacturing or ECM's.

Note that unlike DD stocks , ECM stocks are not considered as cyclical as growth in ECM's business appears only to be accelerating. Thus INVX is becoming a partial "stealth ECM" and thus may be awarded a higher multiple as the chip packaging contracts go into production.

Now I'm sure that we will have a couple of good corrections in the market in 1999.

But Ram, I think you're right. We may see a new 12-month high in INVX over the next twelve months if these various growth scenarios play out as detailed in the earnings report....Let's listen to a replay of the conference call and see what other detail INVX provides....

Also if you guys are gamblers check out DSP, a perky little cellphone chipset maker. Its software division ISOTEL just this afternoon announced a worldwide contract with Lucent for involvement in Lucent's wireless cellphone systems and noone in the market seems to have noticed....

Sincerely,

Doug F.
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