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Technology Stocks : NUKO INFORMATION SYSTEMS

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To: S.L. Petty who wrote (3022)	10/13/1997 5:58:00 PM
From: Thomas Scharf	of 3509

>> A tremendous product does not guarantee success << Another problem was poor timing. The product was there before the market was ready for it. What was needed was some kind of cash-cow to keep them going while the market for MPEG2 codecs developed. I bought a big chunk of NUKO at 8 1/2. Now I have to decide whether to write it off or try to pick the bottom and double down. I don't have a good feel for the company's ability to survive right now. I'm thinking about attending the special stock holder's meeting that was mentioned in the recent SEC filing just for the chance to observe and perhaps talk to the company's management team. Thomas

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