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Technology Stocks : INVX Innovex Comdex Winner !! -- Ignore unavailable to you. Want to Upgrade?

To: Douglas V. Fant who wrote (2903)	7/1/1999 7:26:00 PM
From: OGM	Read Replies (1) \| Respond to of 3029

Add me to the list of people who thought about INVX buying AFLX. I'm looking forward to the CC. Crossing my fingers.... -O

To: Douglas V. Fant who wrote (2903)	7/1/1999 7:35:00 PM
From: rich evans	Read Replies (1) \| Respond to of 3029

Hdco does not seem interested in flex. They inherited a 6 mill dollar operation form their Continental merger called Dynaflex which was basically a design/Q/T prototype operation on the West Coast and sold it for 2 mill. It cost 6 mill. I thought they would use it as a start to go after the cheap Flex companies but was wrong. The DD business is a commodity and all the companies continue to hurt from over supply and low pricing which is translated down the chain to flex. The industry has been a major miscalculation by me and I am sure Joe would say the same. My basis is AFLX is in the twos but I thing AFLX will go for more then the tender price so I am going to wait and see it play out. But I have tracked INVX for awhile and think I might pick some up. Do ;you think this puts SFLX in play also? SFLX is closely held as you know with only about 3+ mill shares float with 7.4 mill issued so I have not understood why the stock has sat around for so long. Still thing like Paul K and Patroller that the ECM area is the place to be(although I have oil patch also now) although I have gravitated to the large cap ECMS. It is like owning a mutual fund of the best computer,networking and telecom companies with a guaranteed growth from the outsourcing trends for the next few years. The risk of course is highP/E, market correction , volatility, and manufacturing which the OEMs have transferred over. The calls tomorrow should be interesting. Rich