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Technology Stocks : Verity (VRTY) -- Ignore unavailable to you. Want to Upgrade?

To: Bobo who wrote (669)	3/23/1998 3:47:00 PM
From: Adam Smith	Read Replies (1) \| Respond to of 1011

Agree with you I've seen them blow out of positions when they make the internal call that the company is not going to be big. They blew out of PSIX in the 4-6 range and this only set up the opportunity for it to move higher. Same will happen with VRTY and they should have used the latest rise to get out of their total position. Once that is gone VRTY will move above 10. Amerindo's current largest holdings are: amerindo.com No sign of VRTY, probably too low of total value. I know they have 3MM+ of VNTV in the 24-26 range. Are you ind. trader or buy side hedge fund? Good Luck Adam

To: Bobo who wrote (669)	3/24/1998 2:13:00 AM
From: Tijuana	Read Replies (1) \| Respond to of 1011

Dirty speaking amerindo about 10% dimension about 7% clark estate about 8% Indeed funds determine equity pricing. They were many funds (about 20) in the last 3 quarters that totally liquidated there position. This quarter is the most important quarter of all. VRTY will makes it or it won't (for the stock because the company will make it- good reputation+ product ect). It is also Sbona crucial quarter to put vrty in place. This is according to his 9 month contract with vrty. Large institutions are waiting on the side line and watching very closely what's happening. As far as amerindo, I am not sure, but so far they have reduced their position from about, dirty speaking, 1.5 million to 1 million and continuing. The only way vrty can make it these quarter is by obtaining 4 to 5 big account. If so, everybody will be happy. Then Oppenheimer will upgrade vrty, stock will go up, vrty if proffitable can become a target for aquisition from companies like documentum or file. Does any one know who are the main and largest individual shareholders of verity. Seeya Tijuana