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Technology Stocks : Baltimore Technologies ( BALT)
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To: Charles Broderick who wrote (7)11/1/1999 10:13:00 AM
From: Tom Drolet   of 66
 
Charles-- understand your point about level playing field etc. We certainly felt it kept CIC, ENTU etc out of European competition in the encryption/security business.

Back to JAWZ-- I'll expand on my thoughts--(and by the way I have no positon in them-- and no bias, that I know of)-- others keep telling me that their income is suspect primairily due to the fact that their algorithm is yes-- the biggest etc. However, it has no standards or peer group underpinnings (RSA and ECC/ via Certicom have that) and that it will be tough for them to get income. Big is a fact. Strong algorithm is not proved. There may yet be holes pooked in the technology.

I am simply reporting what others have written and said.

If Baltimore goes after anyone-- maybe it will be the CIC's of this world ( as a vertical move)-- and ENTU etc as a horizontal expansion move.

Best regards Tom D.
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