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Technology Stocks : Verity (VRTY)
VRTY 2.4000.0%Dec 22 4:00 PM EST
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To: Kumar Nathan who wrote (269)2/21/1997 3:28:00 PM
From: Jerry String   of 1011
 
Kumar, I noticed that most of that selling came out of Hambrecht & Quist yesterday. I believe that it was all from one seller. I don't know who. But I did notice that Amerindo had sold a lot of their Parametric Tech stock in January and have been in a liquidation phase. I have them owning more than 500m as of 7/96.
Earnings will take a hammer with a one-time charge. I think the analysts know this.
I am not long but may get long after I see the shape of earnings.
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