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

To: Greg Hull who wrote (1960)	1/6/1998 10:49:00 PM
From: Kurthend	Read Replies (1) \| Respond to of 3029

Thanks. It is amazing that one person will state what is percieved as a fact and the very next person will make a statement contradicting the previous statement. This article definitely sounds as though the author is more pro HTCH and down on INVX. I would like to read the whole article and not just excerpts from the article. RE: "By most accounts, Innovex has more to lose and Hutchinson more to gain in this contest. If [HTCH] prevails, it will continue to grow faster than the [DD] market ... and [INVX] will watch its highly valued stock take a nosedive amid shrinking volumes. If Innovex prevails it will need to maintain its astronomical margins in a more competitive flex-circuit market in order to warrant consistent stock values." This definitely sounds like it came from a pro-HTCH camp member. I would compare the statement that INVX has the most to lose with saying INTC has the most to lose due to the sub $1000 PCs. No kidding, both INVX and INTC have the lion's share of their particular market. Also, why would INVX not continue to grow faster than the DD market in genreal if INVX is declared the winner. Wouldn't HTCH also take a nosedive if INVX is the "winner"? Why would INVX need to maintain their high margins and not HTCH? Thanks for the link.