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

To: Ray who wrote (2496)	5/27/1998 11:35:00 AM
From: Mark Oliver	Read Replies (2) \| Respond to of 3029

I've spoken to Doug Keller many times. He's the CFO and he seems to be the guy that gets investor inquiries this last year. He's got some good candid remarks, but he's also got a lot of canned party line. Remember, he's a bean counter, not a techie. So, he's just repeating what others have told him. It is very interesting to speak with others at INVX about some of these issues. I haven't called INVX in a long time. I don't know what Doug is saying now, but I'm sure he's trying to keep a positive spin on things. He's always been very honest with me. I guess my point is that I wonder what Warren knows from Doug, and what he knows from his own contacts within the industry? Doug will only tell part of the story and if he does a good job you'll always walk away feeling things aren't so bad. Anyway, pull a 10 year chart and you'll see the price is usually down in May. The fact that orders are slow is not surprising. I'd buy the stock in a second if there wasn't a TSA issue. To me, it's not possible to judge how it will go and that uncertainty is bringing the stock down. I'd guess you would get your money back overtime if you bought today, but I'd also guess you'd get a better price waiting to see what happens in the next week. Would sure be killer news if they could win back a customer. They'd better get one soon. Anybody think it'll go below $15? Regards, Mark