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

To: hsg who wrote (2253)	3/17/1999 1:15:00 PM
From: Sultan	Read Replies (2) \| Respond to of 3721

FWIW: I have decided to move on. Not to-day, not in one shot but as other opportunities present themselves, I will reduce my holding. I agree that it is probably the worst time to do it since they will go back up to 8-9 bucks as soon as some good news flow but this roller coaster has been very expensive.

To: hsg who wrote (2253)	3/17/1999 1:19:00 PM
From: Ed Person	Read Replies (1) \| Respond to of 3721

Just listening to the conference call. I can't believe that they tried to put the ITO coating on the front of the display. Anyone with a modicum of experience with these coatings would know that they are delicate and susceptible to damage. Makes me wonder about the quality of their development team and suppliers. Perhaps I can make some money from them by providing consulting services rather than by owning the stock! Ed

To: hsg who wrote (2253)	3/17/1999 1:32:00 PM
From: Bron-y-aur	Read Replies (2) \| Respond to of 3721

Some thoughts on this black day for IVI 1. For perspective: IVI Checkmate Corp. is a full-service solution provider in the United States, Canada and Latin America. Its innovative automation payment solutions handle electronic payment transactions such as check, debit, credit, smart card and electronic benefits transfer, in such industries as retail, banking, health care, hospitality and transportation. With offices in the United States and Canada and established strategic alliances and partnerships worldwide, IVI Checkmate delivers leading products and global technology to its local customers. 2. Per Zacks - growth rate=20% Consensus estimate = .52 US for fy99. Knock say .12 off (mid range of the estimated loss for Q1) and you have earnings of .40. Puts fy99 PE at 8 or so. If they can hit the reduced estimate for the year, the stock price right now is ridiculous from a pe and price/earnings growth ratio. 3. Remember new products coming out eg. wireless? Smart card emerging market. NCR relationship. Havent listened to conf call - anything said about catch up in next q or total year outlook re earnings?? In any case am not selling (bought some this morning also). Have seen this before (Sultan remember TKX?). FWIW