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To: Kurthend who wrote (2632)8/15/1998 1:33:00 AM
From: Lonnie Yearwood  Respond to of 3029
 
According to a news report from Dow Jones, inventories at the disk-drive makers are improving, which is good news for Innovex. The company is praised by one analyst (Brad Mook at Schroder & Co.) for keeping costs under control and by another analyst (Abdul Saleh at Donald & Co.) for keeping net margins at 12-13%. The second analyst also noted that Innovex has a new trace suspension assembly product that, due to a lower cost, is considered more attractive than rival Hutchinson Technology's product.



To: Kurthend who wrote (2632)8/15/1998 8:30:00 AM
From: t723a  Read Replies (1) | Respond to of 3029
 
see my latest Yahoo posts on 8/14/98 in 4 parts. t723a



To: Kurthend who wrote (2632)8/19/1998 12:27:00 AM
From: Douglas V. Fant  Read Replies (1) | Respond to of 3029
 
Kurt, Hardware makers in general are showing improved stock patterns. I am just watching right now,waiting for the usually slow sep-oct period to pass before committing again....

Sincerely,

Doug F.