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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: frank 3 who wrote (117)7/25/1997 8:44:00 AM
From: Mike Buckley   of 135
 
Frank,

I'll be interested to see what Jim or anyone has to say about SWRT's drop immediately after beating estimates. My thinking is that the stock nearly doubled in recent months and needed a breather. If investors were hoping SWRT would smash estimates, that didn't happen and might have caused the sell-off.

As I mentioned earlier, I believe the stock is undervaluled. Just my opinion, and based solely on fundmanental analysis with an eye for the very long term.
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