Hi Guys: This is good. As I mentioned earlier in my postings, the stock will go to $7 range. It happened. Now, The company need to make some compelling good announcements. They have to immediately show some good orders or projections due to recent acquisitions etc., etc.,. To boost morale and to keep key people in the organization.
H&Q's VRTY analysts are #1 Good for nothing guys.
Again my prediction came true. Look at my earlier postings. I mentioned H&Q and soundview will come out with some announcements before the earnings. It happened. But the time gap is few minutes between H&Q outlook and VRTY announcments. That too they are off by 0.02 cents. They did this just save their face and they are the MM for this stock. Look at this way, If the company's revenue grow up by $110K, it makes a penny. Right. Just mere $900K revenue is good enough to move this stock in the right directions. This little of incremental revenue generation is nothing for the company with more than 100 people.
Further more if you revisit my earlier postings, 60% of announcments are news with out any substance. Just organizational change etc., etc.,. Those kind of so called good news affected this stock. For example if you change a higher level sales guy every quarter, the company's sales will sucks. The new guy will be busy making org. changes and visiting all the sites, increasing travel exp. etc., etc.,without any real tangible revenue generation to the company. VRTY is a classic example.
As I mentioned in my earlier there will be some major merger or acquisitions that will happen . When ?. I dont know. That is my gut feeling.
Let me grab a beer and I will be back.
Another angle, when you look most of the partners or licencees of VRTY, they are non microsoft companies. NSCP for example, ADBE another one. AT&T another one who has their own browser. What does it tell you. It tells me that VRTY is wearing a political hat. There are two groups of companies in the valley. 1. company who partner with MSFT and grow along with them.and 2. Company's who challenge MSFT and gets beaten up.
In my opinion, the trick for success in the valley is not to wear any political hat and remain in the market as technological company and serve both the groups. This is easy. I dont know why VRTY is not taking a neutral route.
Fuzzy, do not apply BOP and Money stream concepts here especially to VRTY. That is like preaching virtues of viriginity to a retired prostitute. Those concept dont apply to VRTY. Period.
I keep repeating this please refer to my earlier postings. I recommended a stock called AGPH and I recommended it to be in the $200 range by this year. After few weeks Pain Webber recommended this stock again. Please refer to this following post.
techstocks.com
This is a good company and FDA approval is expected shortly.
Fuzzy, sorry I did not answer all your questions. I am weak on alchol and therefore I will stop here. I will respond to all of your questions later.
Happy Investing.
Regards.
Kumar. |
