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To: Vincent Le who wrote (2078)5/8/1998 2:05:00 PM
From: CuttotheCore  Read Replies (1) | Respond to of 4149
 
Vincent & Kenan:
Thank both of you for reviewing aklm prospects. I must admit to being a generalist. In that vein I have heavily invested in interactive gaming. I go back maybe four (4) plus years to pre-pc times (for me) when I first noticed the correlation between erts and aklm. As your charts show, it didn't last, as one went to gorilla status and the other to also ran. Aklm has paid its price for its mistakes. I would like to see mgmt really produce w/o taking away from the shareholders, but the real point is that the street knows who the hell aklm is. That is not true of thqi, eidos and others. That is a good background to grow against and its been enough time that the grudges over past mistakes have waned. For now I'll just remind that 8 quarters of recovery is a much better backdrop than 4, implying that real growth for aklm may more likely be realized in 99 and that we have to hold above 8 soon to keep momentum. If we do we can hope to seriously think about 10. After that there is major resistance from 10-12 and then 14-18. Those areas will not be blasted thru w/o mega-hits, i.e. slow but sure growth will get there but not quickly, as there is a lot of unfinished business with previous holders. Finally, summertime is not the best of growth times for interactives. Its the fall leading up to xmas and then this period leading up to e3. I do agree that things are looking very positive industry-general and co.-specific. Depending on what happens in the general mkt. I am a buyer. My experience has been that these players have held up well when the general mkt gets hit. Thanks for your imput. Best. stx79