Vertel (VRTL) 10xbagger in the making Message Board

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Technology Stocks : Vertel (VRTL) 10xbagger in the making

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To: James Wright who wrote (93)	7/3/1998 10:50:00 AM
From: Adam Smith	of 465

Jim I agree with you on most of your scenario. It's is the chicken and the egg. I've talked to a number of the telecom analysts that follow TMN and watch Vertel. The won't commit until they see rev/profit momenteum. But when they commit VRTL will explode quickly. I think everyone agrees that TMN is emerging and telcom co's will all jump on the bandwagon. This will be classic technology adoption. A great book to read is "Innovation:The Attackers advantage" published by a Mckinsey consultant in the 80's. He details when new technology is accepted sales climb a very steep curve once there is validation from a large customer or major acceptance event. It's gonna happen or even happened already with TMN/Vertel and we could be very close to the breakout. But we ain't there yet so it's a waiting game. I think it will be within the next six months but could take a year. When it goes VRTL quickly on huge volume and the resistance points will be taken out. So we can just watch the revs. and listen to BB talk about new contract wins and wait. The press release day after the quarter ends is a good sign. Shows that VRTL mgt. "gets it" and has learned how to communicate with WS. Good Luck Adam

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