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

To: Kurthend who wrote (1880)12/14/1997 1:35:00 AM
From: Box-By-The-Riviera™  Read Replies (1) | Respond to of 3029
 
Sounds like Haley....he talks just like that. Great article. I'm not selling. It's very timely reinforcement of the fundamental picture.

Just MO

Joel



To: Kurthend who wrote (1880)12/14/1997 3:43:00 AM
From: Douglas V. Fant  Read Replies (1) | Respond to of 3029
 
Kurt, Shooting completely from the hip, a company that might fit INVX's definition could be SFLX with its FCOF technology for flip chip packaging....

Sincerely,

Doug F.



To: Kurthend who wrote (1880)12/15/1997 4:08:00 AM
From: Robert Ching  Read Replies (2) | Respond to of 3029
 
Kurt

11/25 quotes by Haley interesting. However, $14m out of $2b high end flex products equate to just .7%. Long ways to go to reach 25%. When he talks of market downturn, I wonder if he's been on vacation. Seems as though turndown started sometime before 11/25. His comment on volatility generally in the profits and sales regions gives me pause. What else is there? Am I missing something here.

Bob


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