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

To: Sid Stuart who wrote (2567)	6/24/1998 1:37:00 PM
From: Box-By-The-Riviera™	Respond to of 3029

I don't disagree with your basic point............but the kind of revolution you are talking about has a few years left before we will see it in a meaningful way I think. At this point........I think convergence must come first, followed by the rest....more than anything. Corp growth in data warehousing, data back up, data being refined more at the desk top from warehouse storage...etc etc etc might be a saving grace......not to mention cheap prices for the components of arrays could perhaps drive demand and clean some inventories faster... (i'm prob missing the mark on this one)........ But general demand needs to know where we are going....and that to me can only be answered when we start seeing some of the final forms convergence will take.... right now it's a toss up... but certainly stories like ATT and TCI could in the next year show us where we are going better than we've been able to see it, in real terms, before. Joel

To: Sid Stuart who wrote (2567)	6/24/1998 1:41:00 PM
From: Mark Oliver	Read Replies (1) \| Respond to of 3029

<The point I was trying to make is that if it acceptable for a game package to consume 400-500 meg, it will be acceptable for other software packages to do so. When the network revolution finally hits and we all have > 5 mbit home connections to the world, storage requirements will balloon. > Your point is well taken, but I think you miss the timing issue. One, business people don't play the games you play, or at least they shouldn't. Also, bandwidth is going to change the way we do everything, but it probably won't change 98. This coming year is what drives INVX price. This coming year has huge over capacity and little applications demand to justify capacity growth. PC sales are slowing, economics in emerging markets are threatened, and component reduction is the only way to get prices down. It's not a bullish environment. For bargain hunting value investors INVX could be a good deal, but until we see some issue sorted out, be cautious. Maybe you are justified to see rises off the bottom, but I'll be surprised to see $18 in the near term. Still, most people don't understand this market and they may preceive a bottom and buy in. Maybe we'll get a little hype for the Maxtor IPO and maybe the techs will continue to rally. Longer term, we'll see a lot of changes that will demand more storage. Still, if you believe in bandwidth, buy networking stocks. If you believe in games, buy software and graphics components. Personally I like HLIT for improving bandwidth in CATV, but they got a really big pop over the last 2 days. Anyway, I'm still long because I have a low cost base of 6 3/4 and I'm a sentimental idiot and I like the company. Not a good reason to own stock. Regards, Mark

To: Sid Stuart who wrote (2567)	6/24/1998 4:05:00 PM
From: OGM	Respond to of 3029

I agree. HD space and network bandwidth are like LA highways...give people more and they will move out to the suburbs or otherwise find ways to use the extra capacity. I remember a day when 1/2 a meg was considered more drive space than you would ever need (in the days of 48K machines). In the meantime, the current situation could be a great strategic opportunity for INVX. It's like chemotherapy -- it hopefully makes the body sick while it kills the cancer (it's a reace to see which dies first). If INVX can control costs and HTCH can't, HTCH will eventually lose. Remember, Microsoft's key strategy in the early 90's -- especially in desktop apps -- was to price their competitors (who didn't have the financial staying power) out of the market. The more you can wreck the price margins the faster you can starve them. If I were INVX management I'd see this as a great opportunity to cause some major damage to HTCH while all in the investor commmunity are expecting bad near-term results. Am I seeing this wrong?