SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Internet Guru Discussion

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Norm Demers who wrote (2335)7/30/1999 4:52:00 AM
From: steve harmon - analyst  Read Replies (1) of 4337
 
sdti - the revenue and margins look good to me but i think a shift to outsourced security (security services) could be happening, similar to what happened with net advertising

prudential downgraded sdti to "hold" from accumulate so that probably triggered the selloff

sdti i think is a long-term player with a good track record
part of the problem has been security hasn't been as sexy/cool as ecommerce or infrastructure -- despite security being critical to all web commerce
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext