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Technology Stocks : For Hedge Fund Analysts and Managers
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To: NotNeiderhoffer who wrote (1)3/2/2000 10:12:00 AM
From: Wizard  Read Replies (1) of 499
 
Nah, didn't make it. I haven't followed LGTO too tightly as my theory was/is that VRTS' workgroup products introduced last year are going to hurt LGTO. Moreover, LGTO's got some ASP revenue rec problem and its too hard to get comfortable that the bar is appropriately set. I think that is the fogcity scuttlebutt but such is probably not different than the east coast scuttlebutt.

NotsureifmyreasonistherightonebutsincethestockisdownIwillclaimvictory
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