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

To: Douglas V. Fant who wrote (2763)	11/14/1998 5:16:00 PM
From: t723a	Read Replies (2) \| Respond to of 3029

Doug, Maybe I am biased; however, after Adflex was commented on earlier in the year, maybe by you, i jumped in with both feet, going up 6 points within weeks and I kept buying. Then the CFO went to an NY conference and blew it, although honestly, without any warning and the stock plummeted with mee getting out at a major loss at around 10 or so. I listened to and took part in that CC making some displomatic but certainly sarcastic comments about the lack of warning. The CEO was somewhat upbeat but the stock thereafter went into the 3 range and I was glad I was out. So it is all a matter of a frame of reference. But itdid teach me that flip chips was not a panacea market, and with no assurance of success. I spoke to Keller at INVX about it while I owned Adflex and he said they were a low end company that he knew almost nothing about; having 200 million in revenue I was surprised and at that point thought it might be a good acquisition before the deluge.