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


To: Kurthend who wrote (2603)7/9/1998 8:20:00 PM
From: Shane M  Read Replies (1) | Respond to of 3029
 
Thread,

I used to own some INVX, am following for potential reentry should HIF show it can win another program.

I was near pulling the trigger several days ago, but my gut told me to hold out. After thinking about it, here's what I think is holding me back on this stock. Given the price of HTCH and INVX, and given what I feel are decent odds of HIF winning out, INVX is the better place of the two to have money right now. My concern, however, is that INVX could win the battle with HTCH but the stock continue to languish. Will anybody win here, or should investors look to other sectors? Everything seems to point to increased margin pressures and slow rev growth: fewer platters per drive, slow growth in storage demand, low price PCs, emphasis on cheap drives, etc.

Shane