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

To: dlc who wrote (2760)	11/13/1998 4:57:00 AM
From: Z Analyzer	Read Replies (1) \| Respond to of 3029

<<I really like this company, its management, and its technology. Having said that, I think they have a tough year ahead of them. >> I should have posted this several days ago for everyone's info. After the press release but before the conf call, I spoke to a Minneapolis broker (Kinnard & Co.) which has followed INVX and HTCH for a long time. Based on the pushout of any meaninful FSA and the still speculative future of both FSA and chip packaging they actually felt INVX was a short and talked of possibly a single digit price. Nothing in the cc was different than what I was told at the time of my conversation. To add my two cents worth,I will say that management's claim that they never said volume FSA in Sept (just capacity which people interpreted to mean volume) stuck me as Clintonesqe BS. Also, my belief is that their claim to a cost advantage for FSA versus TSA is based on a apples to oranges conparison of suspensions and that they should know better. If not for these credibility issues, I have to say I'm impressed with INVX's profitability in spite of poor revenues. As you may know from my prior posts I am very long HTCH and have no long or short position in INVX yet. Z