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

To: Douglas V. Fant who wrote (2065)	1/14/1998 8:27:00 AM
From: Tony Taccone	Read Replies (2) \| Respond to of 3029

To All: Jan 26 issues of Forbes (p. 85) has a story about INVX competitor Hutchinson. Story speaks very positively about HTCH's new TSA. HTCH is selling the TSA to the likes of IBM for $1.60. This compares to a price of $0.60 for a conventional suspension assembly, suggesting that incorporating the wire assembly into the suspension adds $1 to the product's cost. According to the article, HTCH ships 12 million assemblies per week, and TSA accounts for only 7% or 840,000. By 2000, HTCH expects TSA to account for 75% of unit shipments. Interestingly, the article never refers to the "new product" as TSA. HTCH makes some bold claims in the article including: - new TSA can reduce plant space required by disk drive makers by up to 40%, reduce labor costs by 30%, and improve yields by 15% - HTCH's revenues could quintuple by 2003, which suggests growth exceeding 80% per year from 1997! INVX is not mentioned in the story, so by reading it one gets the impression that HTCH has no competition. I am long INVX and anxiously await the conference call next week.