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Pastimes : The Naked Truth - Big Kahuna a Myth
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To: oilbabe who wrote (77662)12/2/1999 11:34:00 AM
From: John Dally  Read Replies (1) of 86076
 
Hi oilbabe,

I won't argue that VRTS is not trading at a high valuation. I will say that VRTS is the best software company I know of. I have followed the company since the beginning of 1995 and used to speak with the current CEO and former CFO on a regular basis until the summer of 1997. The company has fantastic products, a huge unexploited market, high barriers to entry, and no direct competition. (LGTO only competes on the periphery.)

When the market crashes, I'll go long VRTS.

Best regards, John.
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