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

To: Shane M who wrote (2418)	4/21/1998 10:44:00 PM
From: Gerald Walls	Read Replies (1) \| Respond to of 3029

It's curious to me that both HTCH and INVX feel things are going well and don't really see each other credible threats. It's called "spin." It's easy to do when you're allowed to loosely predict the future. INVX did it with: "Order visibility is very short." and "Would not break out HIF contributions, but expect to have capacity in place for 5 million units/wk at July/Aug." Having capacity doesn't mean you have the orders to fill it. HTCH did it with: "While HTCH is still having yield problems and losing money ($0.60/share) on TSA, they seemed positive wrt the future." Has anyone asked INVX IR about the rumor that Seagate is reevaluating HIF?