Go,
It appears that the drop was a cumulation of Fulcrum bundling it's
product with win95 and the new Microsoft NT 4.0 index server. The
Bundled Fulcrum appears to be free and the Microsoft NT 4.0 index
server is also free and has received good articles in computer
magazines as "has not crached and its and viciously fast". The
quick thinker will say " verity will be out of business!!!".A
parallele questions is will netscape be out of business because
of microsoft internet explorer.
A shareholder and new prospects may say " hey !! hold
the phone. hold the phone "
At the same time their has been some new 144 forms filed with the
sec. e.g mellon bank, ava partners, landmark ventures, inter american
bank, moser john, and nelson philip. They are all using the Alex
and Brown & Sons firm. The first questions that I dont know is
whether they are buy's or sell's. If they are buys, the verity of
course will be better positions. If they are sells (which allways
happens naturaly)then the verity stock may be concerning. Maibe
not. As of October 10 1997 they were aproximately 47% institutional
holdings and appears to be increasing.
Now the second questions is "is verity much better than fulcrum
and microsoft nt index server". If not then we should be concerned.
If verity does LEAD (which is does just like netscape. but for how long?.The verity products are more advanced than microsoft, but dont
forget that microsoft is free,allready had 15000 free dowloads. sometimes the best players do not last), then it may be great. I beleive friday night there were some dow jones news with a vrty coverage of buy( 2 or three analyst). Also hambresth Quist have a buy recommendation and the stock is favorable with wessels, arnold
and henderson.. The questions is how does verity differentiates itself
with fulcrum and microsoft. The other companies are of no threat. At
least for now.
Also more information on what happend with the alex brown conference
will be helpful.
My opinion here is that verity does indeed lead in its industry.
But what are the plans to compete with the free windows nt 4.0 index
server. So far the only info that i have is that they are selling
as a value added to the free windows nt 4.0 index server. Of course
verity does not depend on windows nt 4.0, but i would say that it
is rather important, because for the first time all sometimes
in june 96 the internet servers were mostly used in windows nt
not on sun machines.
Verity appears to side with orable/netscape/sun etc instead of
microsoft wich is ok. But if their products for the window nt
are great, then institutions will buy verity.
Verity is now an inexpensive stock in between $14 and $16. If they
play their cards right. they could go up to $40 dollars. Their sales
are allways increasing, they have great products, they have a great
president ( that is very very technical and excellent in management).
Chat to you later.
Thx
Jerome Ibanez
|
