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To: Kurthend who wrote (2390)4/15/1998 5:48:00 PM
From: Doug Bean  Respond to of 3029
 
Kurt:
thanks for the good work.
CRDoug



To: Kurthend who wrote (2390)4/15/1998 11:06:00 PM
From: Shane M  Respond to of 3029
 
Kurt,

Thanks for posting the good info. Most certainly the TSA/HIF issues will be addressed in the INVX conference call. From the thread, the general take on management is that they're straight shooters. I'm very interested how they'd respond to the HTCH suggestion that manufacturers seem more than willing to pay the TSA premium.

Shane



To: Kurthend who wrote (2390)4/16/1998 9:29:00 PM
From: Stat  Read Replies (3) | Respond to of 3029
 
I find it interesting that I can get more discussion re: HTCH on this thread than on the HTCH thread.

HTCH has had problems ramping up TSA but the stock has gone up about 30% the past couple weeks on strong volume. Though I'm not a TA expert the numbers can only make me assume something positive is happening there.

I happen to be long both INVX & HTCH (please don't ask me why). My question to this thread is:

Is there enough business out there to allow both companies to thrive? or is one going to have to lose this battle? or could both go down to a competitor?

Appreciate any input (please excuse me while I head back to the PFE thread)

Thanks

Stat