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

To: dwight vickers who wrote (1898)	1/27/1998 8:03:00 PM
From: Rich Genik	Read Replies (2) \| Respond to of 2985

Dwight, In Re: "I'm going to assume that this isn't the good news that we were told to expect a while back." I look at it more as a reporting of facts as they existed from 30 Sept. until now. I'm glad they addressed the short sales issue (BTW, I think this fact, although you would say it is CYA, shows that this management team IS different that Downi, who probably would have swept it under the rug?). I echoed everything from the S-3/A that relates to both the good and bad of the current situation. I didn't see any new negative info in the filing that hasn't been discussed here, other than the "continued losses" statement which we sort of knew was coming. I would think that NTN was referring to LS and IWN sucking all of the profits out of NTN Network, which we also know was going on. Overall, I would say that Jerry and Co. are being very up-front with the shareholders. IMHO, even with the standard disclaimers about FLS, the most important sentence in the filing is the one relating to "enough captial for the forseeable future". (On a side note, my scientific proofreader always marks red all over every time I put the period after the double quote; I disagree, it depends on the construction and placement, as here.) Given that Gerry's last name isn't Clinton, I would say that "forseeable future" doesn't mean the next pay period, but FY 1998. As you seem to indicate you believe, I agree that we are going to see lower prices this month or late next, before the first conversion, perhaps 1/2. I consider it a possible buying opportunity, given that I place 31 Dec. book value around .30 (roughly 5M + 7M financing / 36M shares). We'll see what the next week or so brings. Cheers, Rich

To: dwight vickers who wrote (1898)	1/28/1998 12:37:00 AM
From: dwight vickers	Respond to of 2985

Just went back and read some of the posts from November, following the financing and the conference call. 1. Long term investor involved in the financing. 2. Not shorting. 3. Positive cash flow last 3 quarters. Yada yada yada. Makes me sick. The stock drops another 60%. How many people held the stock rather than selling at $2.00 and cutting their losses because of the massive disinformation and PR campaign by the company prior to, during, and after the signing of the financing. Shameful. For beginners a company in this much distress, performing so miserably, ought to institute a cut in wages for the management team overseeing the disaster. Please read the disclaimer in my last post. Dwight