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

To: Mark Oliver who wrote (2344)	3/25/1998 12:32:00 PM
From: Dana Breite	Read Replies (1) \| Respond to of 3029

Mark, first you say, <Hate to sound rude, but who cares [if estimates were lowered]?> Then, <I have wondered if they've seem sales fall as Hutch reported, why they don't warn? Maybe they are holding up? >. I think a (real as opposed to fictional) lowering of estimates would answer your questions, so I think you do care. Lowering EPS estimates have had ALOT to do with the stock price. JMHO, Dana

To: Mark Oliver who wrote (2344)	3/25/1998 8:16:00 PM
From: Kurthend	Respond to of 3029

Mark, I hope I wasn't too high in predicting 32 cents this qtr (After reading the MOT Fool thread). I do know that Doug Keller seemed hesitant when I asked him about 32 cents a share and 6-7 million wires a week. Maybe this is why INVX has been slammed over the last 6 months or so. I read on the Yahoo thread that the predictions are .28 for 2nd qtr, .38 for 3rd qtr, and .48 for 4th qtr (I am too lazy to go back to the thread but it is on today's message board). If these predictions are correct, then the year will end up at $1.62. Even lower than I had previously thought. This would = about a PE of 14 at todays price. That is right around the 5 year average PE. Hopefully, during the conference call in April, INVX will shed some more light on the next two qtrs. Kurt

To: Mark Oliver who wrote (2344)	3/25/1998 8:35:00 PM
From: Kurthend	Read Replies (3) \| Respond to of 3029

Mark, Something else I almost forgot. During the last CC a person (I can't or don't recall who the caller was or who he represented) asked if INVX would loose money this qtr ending in March. The tone (IMHO) of the answer (I believe it may have been Haley who answered the question) was you have got to be kidding. Maybe the WS gurus thought that INVX would loose money this qtr like the other dd companies and that is why the stock stayed in the lower 20s. Then QNTM stated (or a better term may be indicated) yesterday that the industry may be in a consolidation mode and that the industry may possibly turn around at the end of June. So, if INVX only earns 27 or 28 cents this qtr, then maybe this has taken WS off guard since they were expecting zero or negative earnings (WS might have tried to compare INVX with the other dd companies). How's that for trying to figure out what the hell is going. Kurt PS Fell free to slam me again on my thought process:)