Vertel (VRTL) 10xbagger in the making Message Board

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Technology Stocks : Vertel (VRTL) 10xbagger in the making

VRTL 65.59

-4.1%

Nov 7 9:30 AM EST

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To: Adam Smith who wrote ()	3/3/2000 11:41:00 AM
From: Adam Smith	Read Replies (5) of 465

To all It's taken about 4 years but we finally got our 10Bagger. For some of you you've got a 20bagger plus. I continue to hold 90% of my original position. The company has a 1BB marketcap and will use it as currency for acquisitions. I believe the company could be valued well above $100 per share(2.7BB) if BB converts the investor excitment and product excitement into revenue streams. It will pay to hold the stock for long term cap gains because IMHO we'll eventually end up with LU or CSCO stock upon VRTL getting acquired. Some DD I've performed: Their eorb product is technically superior to anything currently out in the market in the telcom space, toolkit space or RTOS space. Their Total Addressable marketspace is going beyond the telecom market and the stock will be valued based upon these dynamics. The current customers of eorb love the product and state no other products have the speed, reliability nor small footprint eorb has. The sales costs is low and operating margins are high. The company will need to aggressively expand their services unit and will do so by acquisition. The pipeline is big and getting bigger. They need to expand their salesforce just to handle leads. And that's without a VP Marketing or a good marketing program. No analyst currently covers the stock and only a few models exist. The stock is just beginning to work it's way into the institutional investor. Look at other comps in the market. Metasolve, MUSE, Vitria, Tibco. All 2-5BB marketcaps. Next week will be a VRTL lovefest at the OSS summit. BB deserves all the credit. He's one of the few CEO's that been thru 5 years of pain and now it's reward time. Good Luck to all Adam

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