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Technology Stocks : Verity (VRTY)
VRTY 2.4000.0%Dec 22 4:00 PM EST
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To: Fuzzy Gillette who wrote (225)2/1/1997 7:49:00 PM
From: Kumar Nathan   of 1011
 
It is too risky at this point to play on call options on this underlying stock. First of all you need to look at the other companies in this search engine business. Example: Fulcrum, the only known competitor, is currently terribly beaten; trading around $3 or so. There is also other competetion picking up to have a share in search engine market. If you look at from an helicopter, the upward momentum for this industry is not promising. It applies for verity too. Just my $.02 sense.

Kumar.
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