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Technology Stocks : SWMCF- Making a comeback this week.

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To: Bart Sampson who wrote (155)8/1/1996 2:51:00 AM
From: Kent Kuo   of 278
 
Bart,

Interesting points. Like Ed, I enjoy the fencing the two of you
offer. I would like to comment on a couple of your comments,
however.

I agree that Paul's statements are often unsubstantiated. The
proof or lack thereof are in the actual numbers released by
SW and whether or not they made/did not make money. Only time
will tell. I will say that my Dean Witter broker spoke with
CW last week (five minutes). She told him that they were doing
well, but that relisting on the NASDAQ will take longer than
they had originally hoped. No dates and no promises. He walked
away impressed....whether that is enough or not, I couldn't tell
you.

However, while I agree that reviews without good marketing and
distribution won't sell many products, I for one look closely
at reviews when looking over products. Also, you are right about
brand name recognition. On the other hand, if I went to my
favorite software store and saw "NFL Math", "Major League Math",
"Grand Prix Math", and "NHL Math"....I would look closely at
those products...not at "Humongous", "Broderbund", etc... Thus,
the brand name issue (for me) differs than your interpretation.

Football, baseball, and hockey are major sports. The NBA would
be a real coup, but I wouldn't discount the interest in those
other sports...and correspondingly, the interest in games that
have those titles.

So to add some balance to your comments....a combination of reviews
and brand name recognition would catch my eye and my pocket book. As
Ed stated, though, you do need a good distribution channel, but I
thought that is what Strategic Partners is supposed to provide.

Thanks, Kent.
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