Verifone (VFI) Message Board

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Technology Stocks : Verifone (VFI)

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To: Xerxes Wania who wrote (310)	4/23/1997 4:30:00 PM
From: Andrew Dent	of 369

I too am very sad to loose Verifone to a monster as I think over the next year or two we could have beat 48. I closed out half my long position today and am thinking about dumping the rest. I am intested in your reasoning for holding onto the stock.I see a lot on the downside - if HP earnings are not up to scratch (they are coming off a high last quarter which will be hard to beat). HP are one of those companies like Motorola that I find too complicated to value given their diversified business. Given my quick analysis 50 is probably a fair price for HP so no major upside.Further if complications with the merger arise, which seem doubtfull, we could have another Intuit on our hands - in which case I would be more than happy to get back in on one of my favourite companies. With the carnage in tech stock I can see some better investments than HP on the radar.Any insight into what upside you see in your long position would be interesting.taajd

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