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

To: Tom Simpson who wrote (2536)	6/18/1998 8:29:00 PM
From: Kurthend	Read Replies (3) \| Respond to of 3029

Tom, Found this on the Yahoo INVX thread. Interesting conversation with D. Keller today. If the 500k to 1 mil per wk in HIF units sold is about what they were selling near the end of last qtr. If this is true, INVX may stay flat this qtr (.28) of a few cents more. D. Keller told me about 3-4 wks ago that INVX would expect basically flat EPS for this qtr compared to last qtr. Kurt Just got off the phone with D. Keller. I had a limit order at 10 1/8, but took it off earlier today because I bought some TDFX and some SPYG a few days ago - I'll put one back on INVX tomorrow (and buy on margin). I called him to find out what their HIF shippments per week were because someone on the HTCH board said HTCH shipped 2.4 mil units last week. ------------------------------------ Q: How much HIF are you shipping? A: Depends between 500k-1 mil wk. But it varys week to week. Q: HTCH said it shipped 2.4 mil units of TSA last wk. A: Could be. Q: HTCH said conventional suspension sales up from last qtr. A: (Hmm) If so, I'd certainly like to see where that is coming from. [skeptical]. Q: Any more programs other than SEG? A: Well we have a number of "programs" with SEG. Other companies are waiting for the bonded HIF. Those prototypes are shipping within 1 month. We should have orders in 3-6 months. Q: What is your view on the success you'll have? Why is taking so long? A: SEG did all of the tests and wasn't sharing test results. We did our own (are finishing) the bonding tests and they look VERY good. Q: Is KRP supplying you with the suspensions for bonded HIF? A: We are only doing prototype so we really are not getting any volume from anyone [dumb as question - KRP is sending to SEG]. BUT, ALL other [non-HTCH] suspension manufacturers are VERY EAGER to supply us with the suspensions for HIF at favorable terms. [Sounds as if INVX does NOT plan on buying these from HTCH]. Q: What about pricing? A: Bonded HIF will be about $1.00/unit. HTCH said they were going to drop to $1.80/unit (they were at $2.25/unit). BUT, we will be making money at $1.00 - HTCH is losing money at $2.25. Q: Are you guys still as optomistic as ever? A: The industry right now is bad. We are as confident as ever that price will control the manufacturer's decsions. Q: What happened with the stock price/Haley on CNBC? A: Oh that. Well, I think the market was looking for bad news and no matter what he said they were going to construe it badly. ---------------------------- Erg, forgot to ask about insider sales. My take. INVX was late to the battle, but when the DD manufacturing companies can see the data that bonded-HIF and TSA is the same but HIF is cheaper, INVX will get the orders. Also, those bst*rds at SEG look like they've had test data that would have made INVX's life alot easier with regards to selling to other companies. Without that data, it sounds as if other companies would not commit [the fact that SEG was using was not enough they needed hard numbers]. Think about it, if you are SEG you can make your product cheaper than competitors (albeit $1.50 a drive). Why give them your test data? INVX was caught. It couldn't force SEG to give it test data - it had to do its own tests which it did.