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Technology Stocks : Vertel (VRTL) 10xbagger in the making
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To: Dennis J. who wrote (191)6/13/1999 8:58:00 PM
From: Bob Davis  Read Replies (2) of 465
 
VRTL was recently added to "First Glances", The Napeague Letter "watch list", because a reader asked for information about it as an investment.

Generally, my initial reaction to the stock was neutral, as its declining revenues offset management optimism, and this is what I wrote in TNL. However, I have by no means carried out an in-depth analysis of the Company or its industry. Frankly, the one key issue here is the future of this Company's technological base. I'd really appreciate hearing from anyone who has expertise in the area of "telecom network management software" and especially software that links a broad range of vendor equipment and systems. In fact, I am interested in seeing any other analysis of this stock or its industry, whether positive, negative, or neutral.

The URL for The Napeague Letter can be found in my SI Profile.

Bob Davis
The Napeague Letter
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