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Technology Stocks : Verity (VRTY)
VRTY 2.4000.0%Dec 22 4:00 PM EST

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To: richard p. martino who wrote (320)3/8/1997 1:14:00 PM
From: robin li   of 1011
 
I doubt vrty will partner with Microsoft. msft has its own team
for their IIS and index server. Gates made a lot of investment in
this team. I wonder what vrty can offer here.

Technology wise, fulcf is better than vrty. I just happened to
believe vrty has a better management team. Unfortunately, as Kumar
pointed out, they change their management too often, too fast.
Remember the former Sybase VP who joint vrty 6 months ago, he
left in the last re-structuring.

In the recent Inter@ctive week, an editor says there is just no
reason for a search/retrieval application to be independent
companies. Although I donot necessarily agree, it is the current
sentiment on the street.

In my view, database can be classifed into 3 catergories --relational,
object , and textual. Search/retrieval ware is the textual databse,
there should be a market, huge market. That's why I think there
should be a leader in this area.
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