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Technology Stocks : Viasoft is an excellent stock, but what about the company?

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To: Roger A. Babb who wrote (130)1/26/1997 9:11:00 AM
From: Warren Gates   of 169
 
Roger, I think you should focus more on the growth of software licenses revenue since this stock is going to rely on accelerating earnings growth in the next couple of quarters to sustain this valuation ... I'm neutral on the stock as of now ... fundamentally, I want to short it again, but looking at the chart, there are a lot of better short picks out there ...
I think the pivotal Viasoft quarter is 6 months away where they have to show sequentially increasing software license revenue growth ...

Zitel, is just the much better short right now.
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