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Technology Stocks : Verity (VRTY)

VRTY 2.400

0.0%

Dec 22 4:00 PM EST

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To: seth thomas who wrote (101)	11/8/1996 5:00:00 PM
From: paul	of 1011

Steven - MS is only going to affect the windows, nt market. How many companies run their business on only NT? Very few and they are small business which are not a market for VRTY - VRTY' strong strategic alliances - HP, Netscape, Informix, Sybase, Time Warner are the big differentiator - the need for a cross platform - open product across media types, platforms is still there and growing. I really dont think MS's limited windows product is going to affect VRTY beyond the Fud factor. More importantly in the short term VRTY has to get back on track with earnings - but i think this is a bargain price.

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