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Technology Stocks : Verity (VRTY)
VRTY 2.4000.0%Dec 22 4:00 PM EST
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To: paul who wrote (191)1/2/1997 5:15:00 AM
From: Eric   of 1011
 
Paul, we almost have the same stocks. I do not have Sun however. I think Sun's stock could be under a lot of pressure in 1997. I think the psychology on Sun has changed dramatically in the second half of 1996. Hype around Java has died down somewhat, Microsoft's NT threat is as real as ever. I will personally get out of Sun on any rally.
VRTY should be fine. I got in VRTY twice, sold once and still have shares bought at 19. I sold Jan 20 call on those shares for $1 ealier. I won't be surprised if my shares get called away. The overall market scares me in January but VRTY should outperform the overall market in my opinion..
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