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Technology Stocks : On Technology (ONTC), firewall mostly

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To: Doug Fowler who wrote (3)8/5/1997 9:58:00 AM
From: brother   of 79
 
Doug:

I don't know how important the shift you mentioned is. I think what is more important for this company is their decision to focus on what they seem to think is a more prosperous product offering.

The reasons they gave in their releases for the change all seemed to make sense. But I don't know that much about this new product. It seems to me that if the product is as successful elsewhere as it was in Germany, then that bodes well for ONTC. If management flubs it however, we could be in for a rough ride.

In the short term, it looks like the market likes this shift, as the stock is now up to 3 3/4.

Regards,
Brother
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