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

To: Mark Oliver who wrote (2421)	4/22/1998 8:15:00 PM
From: Shane M	Respond to of 3029

Mark, Heard you on the conference call. It sounds like you listened to HTCH too. What did you make of both INVX's and HTCH's assertions that there didn't seem to be much pricing pressure and that there wasn't alot of competition for HIF or TSA respectively? INVX said they were lowering prices, but that this was as planned as they got economies of scale with the ramp. HTCH said that customers felt TSA added alot of value and weren't as concerned about the price. (I did note, however, that the analysts that called were extremely concerned about price for TSA, and the HTCH guys were tripped up on a legitimate call concerning high Avg Selling Price.) It seemed as if the two companies were discounting each other to an absurd degree. Shane