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

To: Douglas V. Fant who wrote (2440)	4/26/1998 7:58:00 AM
From: Don Salty	Read Replies (1) \| Respond to of 3029

Doug, I am in telecommunications rather heavy. Besides all the baby bells, made the move to put money in Invesco World Wide Communications fund when it first came out (up 25% for the 3/31 quarter) Also have two young relatives working in the "Tele" field at a pretty high level. Oilfield is watched over by one of my best buddies and while he has done well, he was never able to convince me to add holdings in that arena. My favorite "tele" right now is DSP. Really think it will have a most interesting q2 after a horrible 1997 Q2. Thanks for your comments on INVX...I continue to like them short and long term.! Don

To: Douglas V. Fant who wrote (2440)	4/26/1998 9:35:00 PM
From: Kurthend	Read Replies (1) \| Respond to of 3029

Doug, I just came across this on the internet concerning CSPs. This basically states what you had said about a year ago and the possibility of AFLX, INVX, SFLX and other companies attempting to get into the market. There is one thing that I am confused about. They state 3.5 billion units by 2001 yet the revenue from CSPs will be approximately $2.1 billion. Does this mean that each CSP will basically sell for less that $1 or am I missing something? Thanks Kurt eb-mag.com Quick growth comes in small packages Shipments of chip scale packages (CSPs) will grow from less than 7 million units in 1996 to 3.5 billion by 2001, says Electronic Trend Publications, a technology market research company based in San Jose. This represents about 5% of the 70 billion ICs that the company forecasts will be shipped worldwide in 2001. Revenue from CSPs should grow from $31 million in 1996 to $2.1 billion in 2001. Because of its small size, the CSP is touted as an alternative to direct chip attach (DCA). In fact, the growing popularity of CSP is expected to slow DCA's growth rate, says the research firm, noting that unit shipments of CSPs will nearly equal that of DCAs by 2001.