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Technology Stocks : Baltimore Technologies ( BALT)

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To: conor00 who wrote (32)11/3/1999 6:04:00 AM
From: Tom Drolet   of 66
 
conor00:

On the comparator issue--VRSN and ENTU-- lets pause and take a wee peek. I'll stay in US $ just for comparison apples and apples.

Verisign-- acknowledged leader--$ 155 US (after popping 23 yesterday because of a mid sized deal with Dun & Bradstreet-- go figure!-- we call it the "guilty by known name syndrome" [GKNS] here in crazy marketland).

Entrust-ENTU--$25 9/19 US

Baltimore-- about $25 US

I would personally equate ENTU and BALT pretty close in calypso's all important potential measure-- with BALT having the 'today' (only due yesterday's announcements) lead in GKNS.

That said-- ENTU has a strong parent-NT- (inside track on some deals), is very well managed and is Chanuk by birth ( what can I say!)

With time, we all might keep our eye on the merger potential amoungst these good companies, and by the way-- add in Aether Systems (AETH-- though it is somewhat separate in its business focus). ie-- the 'who gobbles who' never ending game.

Regards Tom D.
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