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Technology Stocks : Verity (VRTY)
VRTY 2.4000.0%Dec 22 4:00 PM EST
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To: Adam Smith who wrote (640)3/9/1998 9:54:00 AM
From: Sea Otter  Read Replies (1) of 1011
 
I've never been an investor in Verity.
However, I follow it closely and may
indeed come in long over the next few weeks.

My sources also substantiate what
you've said. Management is in control, the
ship is righting, and they're moving ahead
on new product fronts. In particular, I've
heard they're working on new visualization
projects, as well as interesting extensions
to Topic Server. There is a lot to be
done in this space, and given their very
strong installed base, I think they're in
a good position to break out.

I'm still analyzing this stock, but
especially given the price, the indications look
reasonable to me.

Sea Otter
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