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

To: Kurthend who wrote (2532)	6/17/1998 6:20:00 PM
From: Box-By-The-Riviera™	Respond to of 3029

thanks Kurt for your answer... Joel

To: Kurthend who wrote (2532)	6/17/1998 7:27:00 PM
From: Shane M	Read Replies (1) \| Respond to of 3029

Kurt, Thanks for the info. One comment. The post mentions that about 90% of Innovex business is from disk drives. In the most recent conference call management broke out the mix of business as 40% DD, 30% medical, 30% other (flex circuit). (From the context I assumed they were speaking revenues, but am not certain). Shane

To: Kurthend who wrote (2532)	6/17/1998 9:44:00 PM
From: Tom Simpson	Read Replies (1) \| Respond to of 3029

Kurt, That RCR report is actually a reasonable assessment of their basic situation. Personally, I don't count on HIF to save the day, but I'm relatively more confident that they will grow the non-DD business some faster than RCR outlines. We'll just have to see. In tracking wire flow, what you have to look for is who supplies the HGA/HSA assemblies and whether INVX supplies wires to them. The bigger players are RDRT, SEG, WDC, TDK/SAE, and more recently IBM. If IBM is taking INVX wires now, chances are the WDC head share shift from RDRT to IBM will just mean a different ship-to on the wires. Its not quite that simple but that is the basic effect. The upper end of chip flex packaging is going to grow a whole lot faster long term than the DD industry. I wouldn't sell it or Haley short. JMO. Best ...... Tom