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

To: Kurthend who wrote (2278)	3/6/1998 12:59:00 PM
From: Mark Oliver	Read Replies (1) \| Respond to of 3029

Yes Kurt, sounds like the blood is still flowing on Hutch's TSA program. Amazing how understated this problem has been. Quarter after quarter they expected this to end, but .... It is also interesting to note their projected timing of high end demand for TSA. The company anticipates that continued significant capital expenditures will be necessary in fiscal 1999 and 2000 for continued expansion of its TSA suspension production capacity as the company transitions from conventional suspension assembly production to high volume TSA suspension assembly production, and to accommodate anticipated market growth. As you can see, should, or when, INVX looses business to Hutch, there is a very good chance that new diversified flip chip business will be taking place of wiring demand and if it is as good as management anticipates, nobody will care in the least. Regards, Mark There was an interesting article about IBM's effort to make a 1" drive that will hold approx. 400MB and which will fit into a standard slot on digital cameras. IBM is taking the approach that they will not push areal density, but try to fill a low cost consumer demand eventually leading to less than $100 prices. People naturally focus on PC's when thinking storage, but it appears obvious that HDD industry will be entering new consumer areas as prices fall. Maybe TV's will come with standard hard drives in the near future? How far off is a true on board computer for your car? Regards, Mark