Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mark Oliver who wrote (2793)	1/6/1999 7:30:00 PM
From: Douglas V. Fant	Read Replies (1) \| Respond to of 3029

Mark, Well written- you might also wait for a flex/flip chip customer to be announced. INVX indicated that it had likely to build an additional plant to handle flex/flip demand. Wait for an announcement if you are cautious. By comparison AFLX another flex/flip manufactuer rallied off of its bottom in October by about 400% (it has since given back about 1/3d of that inital gain)when in its last earnings report it noted new flex/flip contracts with Dell and Samsung....And it took six weeks to move too.... So mark the earnings release date which is in about two weeks as worth waiting to hear...INVX is really well run and conservative financially- but let them show some new customers additions and then it should take off.... If you're a gambler then buy now, as INVX is historically pretty cheap IMO.... Sincerely, Doug F. Sincerely, Doug F.

To: Mark Oliver who wrote (2793)	1/7/1999 5:41:00 AM
From: Z Analyzer	Read Replies (1) \| Respond to of 3029

<< would not hesitate to buy Innovex if they announce a new customer. Maxtor seems the most likely and they would probably be buuying the FOS pre-bonded suspension. >> I understand that Maxter had told HTCH to plan on 75% of wireless business (I don't know for what duration or how many programs) and has now told them to plan on 100%. HTCH's cap X has been very high but to my recollection had always been forecast to be high. Early losses were greatly increased by lack of overhead absorbtion due to weak conventional business-something which cannot be blamed on TSA. Last, while HTCH may have been late to market, their leadership in time to market and the apparant superiority of TSA has been as good as anyone could have hoped. They seem confident they will soon be getting returns which justify the huge investments. Z