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Technology Stocks : Raptor - Where does it go NOW?
RAPT 57.690.0%11:14 AM EST

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To: van wang who wrote (447)8/13/1997 9:53:00 PM
From: Doug Willmarth   of 652
 
All the posters who keep insisting that firewalls are a commodity are missing one key fact: RAPTs margins are INCREASING not decreasing over the last year and look to keep doing so.

Second, Microsoft's product will not be capable beyond the most basic features, and so will not touch the medium to high end market where product features and company service are an important selling point. RAPT has little proffit from THE WALL - it is a loss leader to get clients into the high end products they really need. Since RAPT has the best distribution system right now, and it is in a good position for growth as the market expands.

Happy investing,

Doug
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