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Bearmove

03/16/05 3:17 PM

#370538 RE: Zeev Hed #370535

Keep an eye on COCO.
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Culmus

03/16/05 3:18 PM

#370539 RE: Zeev Hed #370535

And if not, where's the major serious support? I'm thinking it is a very well run company, they will be no. 4 or 5 in the software industry and VRTS could improve a lot under able management, which SYMC brings in. The MSFT scare appears vastly overdone (and if, they will only attack about 20% of the revenue of the combined company). I see it as reasonably valued at $ 20 here, and the stock would be a steal at $ 15. Thanks for your view.