Verity (VRTY) Message Board

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Technology Stocks : Verity (VRTY)

VRTY 2.400

0.0%

Dec 22 4:00 PM EST

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To: LTK007 who wrote (722)	4/20/1998 6:23:00 PM
From: Adam Smith	Read Replies (2) of 1011

I agree that it would be too expensive for Lotus to rip out Verity. That's why VRTY has negotiating leverage. I think they'll be able to get a much better contract than they have now but not before alot of saber rattling by IBM/Lotus. The timing here will be interesting. Do they wait till beginning of next year to renegotiate and wipe out the past losses or do they do it right away. Since End of year is now May 31st anything lots can happen over next two months. Sbona has alot of guts for taking them on. That's why I like the stock. Will buy on any dips/fear thrown into situation by IBM/Lotus. Remember what happened on Citrix/MSFT deal. Good Luck Adam

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