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Technology Stocks : Verity (VRTY)
VRTY 2.4000.0%Dec 22 4:00 PM EST

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To: Kumar Nathan who wrote (347)3/17/1997 10:49:00 PM
From: paul   of 1011
 
Kumar my friend - I think you are losing it big time.

no mention of verity in an article on search engines? Are you talking about Yahoo, excite or internet search engines that make money on advertising? Verity does not compete in this market you do know this - dont you?

Verity's cross platform client/server model is completely different. It is becoming a de facto standard for corporate networks - the oppt's to build standalone applications as well as embedded applications used by partners (lotus, netscape, informix)is in its infancy. The ability to run on nixdorf, tandem, hp-ux and other unix platforms as well as NT is critical - look at the IS dept of any corporation - who besides the local shoe store is running NT only? Microsoft is mentioned as a competitor but it is not - its idea of openness is running on intel and alpha chips. Microsoft is not infallible in its effort to gain a monopoly by tightly integrating applications with its OS - recent numbers show that microsoft is dramatically losing market share in the NT database market even as NT gains acceptance - reason - it is not Open, it does not work in the real world of mixed environments, and customers are not locking themselves into a microsoft solution which while cheap is typically underpowered and unproven. the only direct competitor i know of is Fulcrum of Canada - i dont want to discount them too much becase they inked the exclusive european datablade deal with Informix so they are not completely dead - long term though they dont have the management/vision/or partnerships that Verity has and are in much shakier financial straits.

i realize all the yapping im doing on verity isnt making the stock go up - the market is killing well respected tech companies that are showing conistent growth and profitiablitly (netscape, informix, cisco, coms) - so i could be holding a loss on verity or coms, but dont let the short term market fluctuation reflect on the fundamental prospects of the company - verity may be "dead money" as may netscape or 3 com - but your comments indicate someone who is a short term trader trying to influence opinions on a company that perhaps you dont understand.
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