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

To: Mark Oliver who wrote (2815)	1/13/1999 12:52:00 AM
From: Douglas V. Fant	Read Replies (1) \| Respond to of 3029

Mark, A night of whipping estimates in the tech/telcomm sectors! SEG, YHOO, INTC, while another AFCI reported receiving the largest single order for its digital loop products in its history....I also note DSP, which makes chipsets for cellular phones, released earnings and beat estimates after the bell. Cell phone chipsets use flip chips. The CEO of DSP reported strong growth in sales across Japan and Korea DSP's main markets and strong growth in new markets in North America and Latin America.... Now INVX does not work with DSP- but DSP's statements lead me to suspect that there is a lot of flip chip/flex connector business to be had in the telcomm arena. My guess is that INVX will get its share (as will AFLX).... Sincerely, Doug F.

To: Mark Oliver who wrote (2815)	1/13/1999 6:17:00 AM
From: Z Analyzer	Read Replies (1) \| Respond to of 3029

<< Perhaps more interesting is Seagate who has built Innovex's leading edge product, HIF into their Cheetha high end drives. Seagate just blew away estimates as you probably know and this can't hurt Innovex. >>When asked about wireless on the call, SEG said they were evaluating TSA vs FOS and others but would use FOS in current and next generation products. What we don't know is the degree to which this is voluntary as opposed to not being able to get TSA because they were late to the party. (They seemed to use the term FOS broadly including those assembled by by SEG). Z