Edify (EDFY) IPO -- Any Comments? Message Board

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Technology Stocks : Edify (EDFY) IPO -- Any Comments?

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To: Paul Mathis who wrote (27)	4/5/1997 8:58:00 AM
From: Toucan	of 355

Hi Paul, We know something about the product and we have a 19 point investment guideline that allows us to develop a company story. We also have the semi strong efficient market hypothesis (several of our group have MBAs) as an article of faith which implies that you can only make money with a so called information asymmetry. We think we have a modest information asymmetry as we use the product. Our view is that if the NT version is announced the stock price will increase (due a reduction in the risk of the cash flows).

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