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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Mark Oliver who wrote (7300)	11/4/1999 9:50:00 PM
From: rich evans	Respond to of 9256

INVX indicated that their FSA and bridge flex is ramping and expects 50% of revs in DD with the rest in cells,laptops and other storage areas. 200 mill+in revs with at least 10 operating margins. So this looks like turnaround as they were at about book value. Cash flow expect to be great with AFLX NOL. enough to pay down debt , and pay cap ex and rebuild cash by 30 mill. Sounds rather bullish to me. Rich

To: Mark Oliver who wrote (7300)	11/4/1999 10:06:00 PM
From: jfrancis	Read Replies (1) \| Respond to of 9256

Mark, I'm not sure I understand your post. Are you saying invx is getting more orders because the disk drive industry is starting to pick up and this will impact htch as well. Or are you saying invx is attracting a lot of business with their suspension solution and so invx is starting to pick up? I have been puzzled why invx share price is moving up while htch is coming down. It seems they tend to move somewhat in tandom. jf.

To: Mark Oliver who wrote (7300)	11/4/1999 11:08:00 PM
From: Z Analyzer	Respond to of 9256

IF INVX manages to sell much FSA it will almost certainly be in place of the flex circuits being used by SEG. This will be quite detrimental to INVX margins as they will merely be passing along the suspension costs. Since SEG has become quite good at attaching the flex circuits, you can bet INVX won't get much of a premium for doing it for them. Also, with no potential actuated FSA and SEG planning to be 100 percent actuated in 2001, what future does this leave for Innovex's FSA or FOS? Why would another manufacturer adopt a dead end technology? -Z