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

To: Yonni who wrote (1517)	10/20/1998 3:29:00 PM
From: hsg	Respond to of 3721

Look Yonni, I've done my CFA, I know the value of fundamental analysis, but with this stock I find whinning calms my nerves. Still, you do raise a valid point. I feel that IVI, in order to move in the short term, has to beat analyst expectations of 11cents US per share. Regardless of the fundamental principles of valuation, if you fall below expectations the stock falls, and if it beats them it rises. With HYC hitting 17cents, it doubled (about 2cents above expectations). One item I may suggest we be prepared for is a writedown of R&D at NTN due to the software pickup at Plourde. How much it might be worries me as the market will see it as another disappointment, even though it is not an opperating item. Going forward things look great fundamentally, and longer term I have few concerns here, but I do not want to be bought out at these prices (takeover, hence the poison pill), and I know Q4 is weaker (seasonally) so this is our chance to make up some ground. I think your numbers are realistic, but I am keeping my fingers crossed that they come in higer in all areas. I wish I had bought Berkshire...I tell you what I do post that others may find helpfull, I am in constant contact with large shareholders, the company itself, it's competitors and I try to get some idea of where the company is at relative to the market price. You will find some of this information splattered periodically around my whinning (which I admit I do)