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Eric-- I can't see the future better than anyone else, but I placed
my bet on VTEL about a month ago, and see no reason to change my
perception at this point. Truelly, VTEL is a story stock... either
the story works out or it doesn't. On fundamentals, well, the numbers
are improving, and like most investors I try to look 6+ months ahead.
My best guess- marriage between internet and video equiptment will
boom in coming (days, weeks, months, years?). VTEL appears to be well
placed in this niche, so I'm playing this as high risk/high reward.
Also VTEL is relatively obscure; any future successes 'could'
compound market awareness and price of stock. Note, I ain't betting
the farm here, about 4 or 5% of the portfolio, actually. Now, I do
respect your opinions, so please share 'em with us, okay? Paul |
