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

To: Shane M who wrote (2534)	6/17/1998 9:14:00 PM
From: Tom Simpson	Read Replies (2) \| Respond to of 3029

Shane, >The post mentions that about 90% of Innovex business is from disk >drives. Probably really means "about 90% of Innovex TOTAL business". Got to be clear about that because they break out "Litchfield" and "Precision Products" separately. Which leads to....... >In the most recent conference call management broke out the mix of >business as 40% DD, 30% medical, 30% other (flex circuit). I think revenue is correct interpretation. But my understanding was that the base of these percentages was just Litchfield revenue. Pragmatically, Precision Products revenue is wires, and practically all of that is DD. Litchfield makes the flex products of which DD takes 40% with HIF accounting for most, but not all, of that. My guess is that they have developed some business around other flex connections on or to the PCB. Another way of looking at it is that the 30% of Litchfield medical taken with the 30% of Litchfield other amounts to the 10% of Innovex total which is not DD. Best.....Tom