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

To: Kurthend who wrote (2582)	6/29/1998 10:53:00 PM
From: Douglas V. Fant	Read Replies (1) \| Respond to of 3029

Kurt, I've been out of INVX since about $22.5/sahre (I sold an option that was exercised). I meant to but when INVX fell to $11/sahre about a week ago, but had a meeting that morning. When I came out of the meeting INVX was already 12 3/4- and it never looked back. I'll wait for a little more weakness before reentering. All of the ECM's and dd stocks have been hit hard. many of the ECM's sell only for book value now! Remember- stock prices precede an uptick in business activity usually by about six months.... when buying. Also I own HDCO and have been following their activities for quite some time. They appear to be positioning a part of their company for flexible interconnects generally. So flip chip, flex connections generally are coming pushed by consumer demand for smaller lighter products....... Sincerely, Doug F.