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

To: hsg who wrote (2162)	3/9/1999 11:49:00 PM
From: Sultan	Read Replies (1) \| Respond to of 3721

I agree that the plunge has more to do with huge shortfall in revenue. If it was just foreign exchange woes, people will chalk it off to one time event but this kind of shortfall suggest things are going to be unpredictable for them. I forget the break down of CMIV revenue but they do not rely as much on the same countries as HYC. Also, with new channels such as NCR and their focus on developing US market, which has been growing and very strong, I think we don't have same things to worry about. As samg said, if you want to be in this sector and HYC and CMIV are the only pure plays, then CMIV looks better because of HYC's problems.