Silicon Investor (SI) -- The First Internet Community

To: Box-By-The-Riviera™ who wrote (1881)	12/14/1997 1:59:00 PM
From: Kurthend	Read Replies (2) \| Respond to of 3029

I guess INVX is getting punished by guilt though association with the DD industry. Haley seemed very positive for the future of INVX. He stated (the date of the remarks are allegedly 11/25/97) that he expects a doubling of revenues for this year (I assume FY98). That doesn't sound very negative to me. He also stated that their goal is to maintain their market share (70%). I guess D. Fant is right about the flip chip technology coming to fruition. If Haley is right about trying to get 25% of a $5 billion market by the year 2000, then you could assume revenues of around $1 billion (if INVX only gets 20% of that market share). Maybe I am just a INVX "long" fool. I have to go see Schwab tomorrow to figure out my margin predicament. Any thoughts would be appreciated.