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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (6855)4/20/1999 10:42:00 AM
From: Norm Demers   of 78669
 
Check out SDTI as a value play. Do your own DD. They own RSA and 2.6 million shares of VRSN. Making money. .12 a share this quarter. They have an internet angle to their business, RSA,VRSN, and new PKI products. P/E is listed at about 12. They are emerging as the standard in data encryption and security in the world. Worth your time to do the research. Currently trading about 18.
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