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

To: yojim who wrote (2308)	3/19/1998 7:18:00 PM
From: Douglas V. Fant	Respond to of 3029

Jim, Thanks for the interesting post and not necessarily off topic! ECM's and outsourcing of basic manufacturing in the tech sector is a "megatrend" which has gone on for ten years plus and will continue. Minitiarization of electronic components has too. INVX is riding trend No.1; and with flip chips INVX is "poking its head into trend No. 2. ECM's generally have been "mauled" of late- just like other tech sectors last fall actually- DD's semis, semi equipment, and networkers- all generally dropped to 50% of their 1997 high price/share. Well now here we are again with the "same story" in the ECM sector. The other sectors recovered early this year. So if you believe in investing in parallel situations, then you might casually send a few dollars into ECM's of your choice.... But more importantly for here, I've been studying JBIL's SEC Filings. Interesting, JBIL in its 10-K spoke of minitiarization as a major trend, and that they would be positioning itself to ride that trend... Which made me think. Major board and backplane manufacturer HDCO made a move and paid cash (i.e. thery believe their shares to be undervalued) for CCIR. Might SFLX, AFLX, SIGA, and INVX be potential acquisition targets of the major ECM's during this downturn? Consolidation often occurs during "lulls" in industry action..... Am I whistling past the graveyard? What do others think? Might a SLR,SCI, or JBIL 'eyeball" a company like INVX? Sincerely, Doug F.