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Technology Stocks : PEGA - Pegasystems
PEGA 58.32-2.1%12:53 PM EST

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To: Trader Dave who wrote (196)10/21/1997 4:55:00 PM
From: Czechsinthemail  Read Replies (1) of 504
 
TD,

Good points. I think the combination of the insider ownership and the unique niche PEGA operates in contribute to its diminished visibility. It doesn't get compared with other companies all the time, because it's not really in the same ballpark. I like the niche and feel it justifies some premium. It looks like it went down, cleaned out some stops and now is headed back up.

I bailed too soon on SEBL--I figure my nosebleed tolerance just isn't as high as some people's. As for VNTV, I think it's undervalued unless there is something I'm not seeing--a missed quarter, loss of key sales people, etc. My guess is that VNTV will have a positive announcement. That should help it emerge as a quality notch above SCOP and CLFY. I think Amerindo's commitment to VNTV will be followed by other fund managers wanting to participate in CIS but nervous about SEBL. I'm expecting a big run.

Baird
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