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My hope has been that Mr. Squires, from OPVN, as head of worldwide operations would employ his promotional skills from Oracle at VRTS. They have been involved in the MSFT Scalability day and an H&Q session this week. Valuable information was was diseminated, but no press releases. There are few analysts who follow VRTS and only slightly more Funds. The company is in a powerful position going forward, but the story needs to be told. I'm concerned that the price is high on a fundamental basis, especially with this nervous market. Also, this quarter will have a charge for the merger plus expenses for relocations, consolidations, severances, etc. Also, with so much going on, productivity often suffers. Plus we are entering the summer months. Trading is tricky on VRTS, so I only feel that it is a solid long term value. It traded at $45 today, from $50, then back up???? |
