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Technology Stocks : Verity (VRTY)

VRTY 2.400

0.0%

Dec 22 4:00 PM EST

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To: Bryan H who wrote (281)	2/28/1997 10:44:00 PM
From: Kumar Nathan	of 1011

Bryan: PRETTY LONG POSTING The best way to know about all those things in one shot is to listen to the conference call during the earnings announcements. Many good companies like APPLIED MATERIALS (AMAT) engage some outside services to record conf. calls of their earnings announcements and then they make available to their investors. From listening to that you can easily get a good insight into the search engine market and industry.pick-up many informations. I found the following site today. stocksmart.com and it seems to be pretty resourceful. You can get the institutional inverstors holding listing and also top 5% owners of the company. This is a pretty good site. By visiting to the above mentioned site, I came to know that VRTY performed badly compared to the rest of the software industry. Most likely it might recover and the investors will be pretty happy.Regarding VRTY's future performance. I am seeing a lot of resistance at 9.75 and 10. Its all time low was 9.75. My gut feeling is that it will not go below than this especially when the company is expected to announce earnings. My other observation is that VRTY didn't tank much when rest of the market took a good hit. May be it has already bottomed. In the past two Quarter VRTY moved up after the earnings. There is a good chance that this might happen again. Following site will substantiate my observation. tscn.com It will be a good time for short time investor to get in and make some bucks. The other thing I noticed was that CISCO is the major customer of VRTY and I came to know that cisco's sale improved by about 70 %. But cisco's sale was only 20% of VRTY. Assuming that stays the same for this quarter VRTY's share of revenue should increase by at least 14% compared to last quarter. Hey guys this is a very crude and rule of thumb estimate. For want of information and time I adopted this method. Please refer to CSCO's site websmart.stocksmart.com:8810/ss-news/CX356172.html to verify my observations. Putting all the pieces together, my feeling is that this quarter could be a good one. Therefore I got into this stock at this level. I plan on revisiting my position some time later. You can visit FULCF site and know most of the informations about competetion. The best method is to do an industry analysis. One of the good book in is "Investments" by Frederick Amling. He was my professor at GWU. The other source of information is value line. I dont think they cover VRTY. But you can find similar publications. My specialty is Semiconductors. I happen to get associated with Verity for about 2 years and get to know some very good people there. I would suggest you to listen to VRTY conf. Calls so that you can get a feel of the company and it will be a good refresher. Real time quotes are available everywhere. CNNFN for example. Or your brokerage company will have one. I apologize that my posting is not cohesive. I hope this helps. Good Luck and Happy Investing Regards Kumar.

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