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

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To: Smart Investor who wrote (123)1/27/1997 9:11:00 AM
From: Scott Smith   of 169
 
I doubt that VIAS is going away, although I do think that the stock is overvalued - the company showed strong growth in the dec qtr, but receivables did shoot up - sometimes that is a harbinger of things to come - More important, I think that PLAT and CPWR should appreciate as investors recognize their Y2K positions

Scott
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