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Technology Stocks : IVI Checkmate (CMIV) -- Ignore unavailable to you. Want to Upgrade?

To: hsg who wrote (1306)	9/4/1998 1:57:00 PM
From: Sultan	Read Replies (2) \| Respond to of 3721

Yes. This has proven to be very very expensive lesson. You become attached to the prospects as opposed to the results, then you are betting on the management. I have had companies where management took couple of quarters to get their act to-gether and I have owned company where it has been couple of years. I am planning to do major overhaul of my portfolio in about 3-4 months and that is now all the time I have for some. So at least in my case, I will look at them with fresh eye and no matter how good the prospects, if the results are too late in coming, reduce my position. Hopefully, they are a new and improved company after the merger. There I go again....