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

To: Eric Nelson who wrote (2415)	4/21/1998 7:13:00 PM
From: Shane M	Read Replies (1) \| Respond to of 3029

Eric, I'm a relatively young investor myself, and feel I have learned alot, both on paper and with live money. I've come to subscribe somewhat to the Motley Fool's belief that "you've got more than you think" when you know a company fairly well. I feel like I know INVX fairly well now, and instead of moving onto other things I plan to monitor this situation closely. For me, INVX is still a buy on a dip in price, or on a clarification of the HIF/TSA story in INVX's favor. It's just a little too scary for me now with the uncertainty. BTW: I'm not a momentum investor, but INVX is up 20+% in the past month. I'd think that's decent enough "momentum" for you. As a value investor, I don't like to see the revenues drop and margins fall as INVX had in the past quarter. Was worse than I expected and am re-evaluating whether the story has changed. Not owning the stock while I am evaluating helps me think more clearly I believe. Shane BTW, I'm not in any of the internet stocks. Don't know how to value them. Lots of pure speculators in those stocks IMO (given the huge 10%+ daily price changes), although money's being made there now. It seems to me that any company can simply announce that they're getting onto the web and their stock price will go up. That's scary.