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

To: Douglas V. Fant who wrote (2636)	8/19/1998 11:31:00 PM
From: Kurthend	Read Replies (2) \| Respond to of 3029

Doug, I definitely think you will need to watch if there are any other customers for INVX before buying. But by then, it will probably be too late as investors like ourselves are usually the last to know. During the last CC, INVX stated that they would get the equipment this month to bond the HIF to the suspension (FSA). If everything goes as planned, they may (IMHO) see orders from other hdd makers earlier than expected. I guess a call to D. Keller is in order. INVX has not retreated below the $11 range and that was in the worst of times. This could be a good sign as you said the hardware makers are indeed (or may) showing improvement and hdds in the 3-4 MB range are now in demand (or demand catching up with supply). This could mean an increase in revenue from INVX. Again, D. Keller may be able to answer the questions concerning whether wires, HIF, or FSA are the most sought after product for the 3-4 MB hdd. Take care, Kurt PS If FSA is adopted by some OEMs then the price will soar (IMHO) and if the flip chip technology is accepted then INVX will do fine in the upcoming years. This is all IMHO.