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

To: Hippieslayer who wrote (1988)	2/10/1999 11:19:00 AM
From: hsg	Read Replies (1) \| Respond to of 3721

"road show was a dead show"...U said it. this is bullshit. Mangement has created 0% shareholder value in the past 5 years... actually, I take that back, they are doing a credible job of running the company, and growing it's earnings, but a shitty job of promoting the stock. In their defence (I can't believe I am doing this), the small cap index has baisically done nothing the past 3 years...still, no excuse, if I was running this thing, I would be putting more effort into creating excitement!!! C'mon, IVI, take my advice, put out some good announcements and this thing will fly. What is happening on the wireless front? Any new contracts/alliances? Any new contracts for your latest aquisitions (ie. debitek)? Let us know, and we will start buying again!!!!

To: Hippieslayer who wrote (1988)	2/12/1999 1:56:00 AM
From: hsg	Read Replies (1) \| Respond to of 3721

this was posted on another IVI thread. this guy has some good points which I hope IVI addresses. for pointing out the obvious.... 1. Which of CMIV's competitors does not have an established channels program? 2. Who is going to staff this new division? Existing employess? Does this mean that the existing employees do not have enough to do selling direct? If so, it is a bad sign. If not existing employees, who is gonna pay for this new division? How many people will be hired and how long until we see an ROI? 3. I, for one, think that this is a critically important step for CMIV. The problem is that it will do nothing for earnings now because of CMIV's long sales cycle. Speaking of sales cycles, I think CMIV bought 2 software companies in the last year or so. Where is the ROI from those purchases? The new division seems like yet another open ended investment with little hope of bolstering earnings in the near future. Once again, CMIV management demonstrates it is behind the times. HSG, BTW I read several posts on SI begging for more substantial press releases. Did it ever dawn on you that more substantial press releases may not be possible? Did it ever dawn on you that the company is just not an exciting company? What proprietary technology, service, product, patent has CMIV brought to market? None. If such a technology existed, that would be exciting. Today's announcement is another step in a series of moves to catch up, but the problem for CMIV is they are chasing an ever accelerating target. They are adding a channels program now after the market has established channels programs. That same mentality dictates product development. These guys need to break out the plows and till some new earth. CMIV does have an important piece of the market, but that will probably be more valuable to a big company than it will to the current management. Maybe an acquisition target, but we'll see. CMIV buyer........beware. Comments?