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Technology Stocks : Help Desk Software Niche (RMDY, INFR, SWRT)
VNTV 77.60+2.6%Jan 12 3:00 PM EDT
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To: Ron Kory who wrote (77)6/29/1997 11:54:00 AM
From: Mike Buckley   of 135
 
Ron,

I appreciate everything you mention about the analysts covering a stock. It is a very fine line between the definition of a stock deserving more coverage and one that doesn't. I'll let you know a few years from now whether SWRT deserved better coverage. :)

I do follow COMS and CSCO (own both of them) and we agree that the short-term changes in analysts' perceptions don't necessarily correlate with fundamental aspects of the companies.

Because you feel these front office stocks are better for trading, and because I'm not a trader, perhaps that perspective influences our sometimes different view of these stocks. We seem to agree that the industry has great potential in the long term.

I'm enjoying our dialogue. Thanks!
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