Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Invision(INVN)going which way? -- Ignore unavailable to you. Want to Upgrade?

To: Dale Baker who wrote (433)	12/14/2001 9:30:45 PM
From: Mike M	Respond to of 558

It's pretty apparent that the company has every intention to keep the releases coming and, as demonstrated today, it doesn't take much news to increase the market cap $90M. Staying boxed isn't all that exciting but it insures that you'll be there when the ride is over. I disagree with those who think capturing bin Ladin will result in things going back to the way they were. They will never be the same. We are at war and will remain at war for many years. Our government considers air travel critical to national survival and will spend what it takes to protect the industry and give passengers a reasonable expectation of arriving at their destiny. This company deserves credit for being first in line at the trough. From here it would seem that any number of outcomes are possible: 1)INVN appears that it will need capitalization to gear up for any significant orders that may be brewing. If so, additional shares will eventually add a degree of temperance to the now "daily" surge as supply begins to meets demand. 2)Someone may decide to buy them out. This is particularly true if the certification process promises an arduous effort for newcomers. 3)Better financed companies and new technologies will eventually work their way into the playing field, inflicting competition and margin shrinkage. 4)This company, knows full well that it is in their best interest that the game not go to extra innings. They need orders while no one else has an order book. Their ability to keep natural bureaucratic lethargy from directing the pace may eventually determine their success. Unless 2 occurs, shorts will someday ride this soaring beast back down. But, from what level? Iomega's rise took over a year and didn't have near the red tape for competitor entry.