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Technology Stocks : IMPX - When Will the Dead Money Awaken? -- Ignore unavailable to you. Want to Upgrade?

To: Tom Terf who wrote (24)	10/23/1997 1:26:00 AM
From: Reza	Respond to of 532

Tom, you are absolutely right. BTW, what happened to the old dogs like Barry Carrington, Charles Isherwood, and Barry's puppet David Laws, etc.? I guess they got everyone's money and ran away! This company has lost its respect in the wall street due to the above old dog's actions sometimes last year, and I don't know when it will get it back if ever. BTW, there are a couple of big law sues hanging above the company's head, offcourse Barry does not give a damn since he already has screwed the company from $23/share to the current price of less than $2/share. HAPPY TRADING!

To: Tom Terf who wrote (24)	10/23/1997 11:30:00 AM
From: slob	Read Replies (1) \| Respond to of 532

Tom, IMPX's together with LinFinity is our future. Fundamentally IMPX has fallen behind the shrink curve, it's main processes are still above 1.0 micron feature sizes. So this makes them unsuitable for the applications that IOM and Rockwell needed. However, there are a lot of areas in which this technology is a perfect fit. As the gate oxide thickness and gate sizes shrink so does the maximum supply voltage. At 0.5 micron you can just do a 5V process, at 0.25 micron your lucky to do 3.0 volts. This is great news for the Digital guys but spells disaster for high accuracy analog and mixed signal applications. Many apps. have to interface with external signals that would distroy the chip if directly applied to any sub-micron processes. More and more these applications are going over to MCM (multi-chip modules) approaches. IOM is one of the few companies that is staying in this high voltage, high accuracy process area. What IMPX needs to do is to concentrate on the areas in which their process gives them a competative advantage, compare their process with LLTC's I don't see anyone saying the end is near for either LLTC or MXIM. Both of which rely on processes very similar to those ran at IMPX. This is a different market from the HDD market where you can make lots of money by getting into just one major socket. It is a market in which products have a typical life time of over 5 years. (In the HDD market a product typically only has a 1 year to 1.5 year life time). The really good news is that this market is mainly through distribution, which is good news for margins, Products sold through distributors typically have 70+% margins, compared with PC OEM margins between 25% and 45%. All in all this makes IMPX a long term buy IMHO. Slob