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


To: Kurthend who wrote (2311)3/20/1998 12:14:00 AM
From: Douglas V. Fant  Respond to of 3029
 
Kurt, Just a hunch- if INVX's shares stay too low in price too long, then they might become attractive-especially when the disk drive cycle begins to pick up. The Litchfield Precisoin Components Group would be the Group attractive to a JBIL,SCI, or SLR.

None of those large/mid-range ECM's have the miniaturization capacity say of AFLX,SFLX,SIGA, and of course INVX coming along (3M and IBM have capacity too, but obviously are not available)...

And realistically the worst of the scenario moving forward for dd stocks is probably priced into them now....

Sincerely,

Doug F.

PS. I follow the multimedia stocks, but not specifically voice recognition software stocks....



To: Kurthend who wrote (2311)3/21/1998 10:09:00 PM
From: Douglas V. Fant  Read Replies (1) | Respond to of 3029
 
Kurt, I'll need to review the data, but I think that we may making a second bottom on INVX- but on a lower volume level. Let me go back and review the data and post it here.....

Sincerely,

Doug F.