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To: Kurthend who wrote (2516)	6/11/1998 10:04:00 AM
From: Mark Oliver	Read Replies (1) \| Respond to of 3029

He looked very nervous to be on TV. They were pretty nice to him. Was interesting that he said they had never had a loss since 1972. He was good to deviate them off of Innomedica and onto flip chips. Still, I was hoping to hear something new. I wonder why they were on? Yes, he had nothing really good to say and it wasn't even guiding about what they expected. Weird. I was thinking it would have been a great platform to announce a new drive program for HIF, but.... Regards, Mark

To: Kurthend who wrote (2516)	6/11/1998 10:04:00 AM
From: Box-By-The-Riviera™	Read Replies (1) \| Respond to of 3029

does anyone think there is a direct relationship between sales of disk drives and pc sales growth.... not as dumb a question as it might appear... anyone have any considered thoughts on this? thanks in advance. Joel PS: I thought Haley's comments were a short term negative for INVX...even less reassuring was the question mark about winning the battle for flex circuits....and the lack of a real time line for chip packeging to start adding strength to their income statement... although INVX mgmt's past track record would support a belief that eventually this company will continue to be a good investment over the long term....