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

To: John Chew who wrote (689)	4/2/1998 3:49:00 PM
From: Edward F. Horst Jr.	Read Replies (1) \| Respond to of 1011

I could see it playing out both ways. It may be more valuable as an independent, with enabling technology utilized within partner solutions in several market spaces. The strong technology is the key, and the adaptability across markets is a strength. the marketing "placement" journey has just begun. I feel confident finally that the stock valuation has the chance to reach the initially intended potential. If this whirlwind market catches it, the price may move up rapidly. Fundamentally, I see it moving up steadily as the next two quarters confirm the strategy is working well. We all will hopefully enjoy the ride!

To: John Chew who wrote (689)	4/2/1998 4:13:00 PM
From: Don McCauley	Read Replies (1) \| Respond to of 1011

I agree that it could play out either way, and my best guess is that acquisition is more likely in a 6-12 month timeframe. Also agree that it doesn't really matter over the next 2 quarters. On last conference call, Sbona was pretty strong on company being profitable in the 5/31 quarter, and analysts are believing him. This stock has been held way back for a long time due to lack of credibility of prior management and a long history of disappointing quarters. The technology is solid and current trend to knowledge management is playing right into their strength. Verity has refocused on its historical core corporate enterprise business, and recent deals with Glaxo, KPMG, E&Y and others support this approach. They've continued to expand direct sales organization since last summer and they're starting to see the payoff.