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

To: Robert T. Quasius who wrote (2359)	3/26/1998 12:13:00 PM
From: Douglas V. Fant	Respond to of 3029

Robert, I do too- and if INVX's share price sinks too low, I would expect management to take some action to "prop up" the stock price so as to avoid INVX's becoming a target for some of the larger ECM's... This morning on CNBC Bob Olstein was guest and Mark Haines asked him about his pick of Seagate as a good stock. Olstein stated that he felt the cyclical bottom in the dd industry was being hit right now- and interestingly thought that growth in dd usage would actually be larger next cycle as more powerful Pentium chips come into usage which will power more graphics applications on the Internet, etc., and therefore need more storage space.... Finally if you like flip chip manufacturers which also have a little foot in the dd market, look at AFLX. Adflex got pounded down IMO too far for the amount of business that's affected by the DD industry cyclical downturn. Much of Adflex's business is in telecommunications and medical markets. Also Adflex just opened a state-of-the-art flip chip factory in Thailand. AFLX like INVX has to watch their stock price from getting too low- or else a "big fish" like HDCO or Viasystems will come in and "chomp" them.... Sincerely, Doug F PS. I bet that INVX earns $1.50/share in 1998- but I think that that figure is already factored into the stock price and the market is looking 6-9 months "down the road" to where INVX will be at that time.....

To: Robert T. Quasius who wrote (2359)	3/26/1998 9:55:00 PM
From: Douglas V. Fant	Read Replies (1) \| Respond to of 3029

Robert, If anyone is worried about disk drive demand moving forward go to the Lonestar Growth Investor and read "Disk Drive Technologies Advance Rapidly" written by Joe Dancy. Click on the red highlighted language about 1/2 way down the first page in the paragraph talking about disk drives. I copied this from the article... "The data storage industry is dominated by U.S. companies including IBM, Seagate Technology, Quantum Corporation, and Western Digital, but Fujitsu, Toshiba, and NEC are all racing to develop a GMR product for data storage according to industry reports. A somewhat dated (May 1997) study by market analysis firm TrendFocus predicted that the MR/GMR market will grow from 450 million units in 1997 to 1,375 million units in the year 2000 - equating to a compound annual growth rate of over 45%. Ultimately these developments will continue the trend of increasing the data storage capabilities of the computer, which should allow for the use of more powerful applications and increase the versatility of the machines. " Check the article out at members.aol.com Sincerely, Doug F.