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Technology Stocks : NTN Communications, worth 185 million? -- Ignore unavailable to you. Want to Upgrade?


To: JAMES F. CLASPILL III who wrote (1741)12/5/1997 10:29:00 AM
From: dwight vickers  Respond to of 2985
 
Learnstar has done nothing in Mexico but sign a contract every year for PR purposes. There have been no (zero) sales.

IWN is an unknown, but they are way behind many competitors and have an unfriendly US Gov't to deal with.

As far as Sokol cleaning out the trash, the market says no. To be so desperate for cash that you do a discounted convertible means that cash flow is not improving. No matter what the books say, they're burning cash. Otherwise he would have only done enough of the destructive financing to pay GTech.

When he really is serious about controlling expenses you will see him take a salary cut, as he and others are being paid kingly salaries for running a failing company.

I think you will have many chances to add to your position at lower levels as the smart money shorts. The only scared money is still holding.

Dwight



To: JAMES F. CLASPILL III who wrote (1741)12/5/1997 11:16:00 AM
From: Boris  Read Replies (1) | Respond to of 2985
 
James,
As a long time NTN shareholder (and sufferer) I appreciate your input and would certainly like to see you continue to post. The same goes for Dwight. Contrasting opinions and styles is a positive. We live in a democracy. Unfortunately, emotions run high with a Co. like this because there is so much disappointment.
Pardon my intrusion, but maybe if you guys could post info and not direct it at each other we could keep the personality side of it to a minimum. I understand it is difficult.
Personally, I am staying long. I have suffered thru this much agony I will go the distance. My gut tells me we may have turned the corner. IMHO.