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

To: Douglas V. Fant who wrote (2250)	2/25/1998 3:31:00 PM
From: Kurthend	Respond to of 3029

Doug, I got the below figures on the DD thread. Message 3527618 All I copied was the head figures. Latest Forecast 4Q97 Act 1Q98 2Q98 3Q98 4Q98 Heads -------- ---- ---- ---- ---- MIG 11.6 8.5 7.8 6.9 5.9 TFI 66.9 49.5 31.1 20.6 12.0 MR 118.5 126.3 151.4 184.9 221.7 GMR - 0.3 1.5 11.7 27.8 Total 197.0 184.6 191.9 224.1 267.5 It appears to me that MR will increase significantly this qtr although the total heads will decrease. By 2Q98, MR heads will have increased by 50% over 4Q97 (Although the total heads will still be less). The 3Q and 4Q98 look very good in terms of both total heads and MR heads. In fact Trend Focus appears to forecast a doubling of MR heads by 4Q98. This appears very positive for INVX. INVX has stated in the recent past that they expect demand to pick up again in the middle of this year. If these figures are correct and depending on what Maxtor, IBM, SEG, HTCH etc. do in terms of head manufacturing it appears that INVX will do very well in a qtr or two. Kurt.