Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: hsg who wrote (1578)	10/29/1998 10:50:00 AM
From: Sultan	Respond to of 3721

Wished I knew. It just happens that I have a lot more of CMIV then anything else. On the one hand, coverage could materialize, they could announce large contracts and sentiment could change and on the other... Numbers were not bad but they were not blow out. But even with the results, it is not trading where it should so I am not sure where we go from here.

To: hsg who wrote (1578)	10/29/1998 10:56:00 AM
From: Bron-y-aur	Read Replies (1) \| Respond to of 3721

listened to conf call last night off and on. overall very positive. mgmt was pleased with results and prospects going forward. i cant understand the lack of interst in the stock. perhaps the upcoming electronics assoc show and expected buy recs will generate interest. a few points: -end to end solution is the direction they are moving in. feel that it is the path to higher profits esp with margins on professional services. plourde will be a key piece in the stratgey. -entouch1000 doing really well - volume HIGHi re plourde -value added/best of breed for application will leverage ncr and ibm relationships, enable open architecture and enable to retailers take more control over their payment processes and management. there were questions raised about slowdown in us economy and candian dr terminal market and how this would affect ivi. they dont see any slowdowns and are optimistic about increasing market share. -cost savings are kicking in and will continue. 40-42% gross margins due to increased professional services revenues -looking at options re manufacturing hardware to increase efficiency and lower cost. -ingencio have full plate with groupe bull negotiations etc. -expect to increase position in not too distant future. re competition with hyc/verif - they are more commodity oriented eg. hyc has no checkreaders ivi moving to advacned paymenet master, going after different customers some ingencio prod can allow compete with hyc cerif in south america.