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Technology Stocks : Help Desk Software Niche (RMDY, INFR, SWRT)
VNTV 77.60+2.6%Jan 12 3:00 PM EDT

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To: Ron Kory who wrote (90)7/2/1997 9:32:00 AM
From: seth thomas   of 135
 
Good overview article in the NY Times business section this AM reviewing front end applications. Talked about how there are 20 MM potential seats, and in the aggregate, only about 200,000 have been sold so far. Talked about how mkarket should grow by sme huge percentage.

Also mentioned how SEBL and VNTV are the two leaders, with best management, and how the analysts have these as their two favorites in the sector.
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