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To: Douglas V. Fant who wrote (2781)12/14/1998 3:38:00 AM
From: Z Analyzer  Read Replies (1) | Respond to of 3029
 
<<But I agree with you-INVX has to prove itself in the dd market in the meantime.....
>>My take from the last conf call was that they were more excited about flip chips than the suspension business. One other big if for INVX: For some reason they were able to get very high margins in the lead wire business. No guarantee they'll be able to replicate those margins in their new businesses esp with the competition for wireless suspensions. Always found it ironical that INVX's price to sales was higher than HTCH's when when INVX had little in the way of existing viable products.