Verity (VRTY) Message Board

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Technology Stocks : Verity (VRTY)

VRTY 2.400

0.0%

Dec 22 4:00 PM EST

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To: JACK SHOYKHET who wrote (412)	5/25/1997 11:02:00 AM
From: Kumar Nathan	of 1011

Paul: Share with us why you are able to "feel" that VRTY will beat the Wall Street Estimate ? You seem to have good insight into this company and is willing to travel all the way to SFO to attend H&Q conf whereas I sitting in Silicon valley couldnt remember the schedule of VRTY's briefing. Share with us your hunch on VRTY. This week is the year-end close week. Stock movements during next week will be an early indicators of the earnings. My take is that earnings will be lower or may meet the wall street. I am a bear on VRTY and will continue to be a bear unless I see a change in VRTY's marketing strategy or a change in the landscape of the market. Currently, the leading partners of VRTY, NSCP is in the doghouse and they came out said that they will remain in the doghouse for sometime due to competetion from MSFT. If I am in the business of selling "ALPO" I will be making a lot of money selling my products to NSCP, IFMX, VRTY etc., etc.,. Regarding AGPH; The scenerio we saw earlier is due to shorts. With AGPH they lost their pants. It is quite common for new stocks to go through the rigourous testing by shorts. Especially it is true for any bio-tech stocks. Regards Kumar. Regards Kumar.

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