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Technology Stocks : Raptor systems

RAPT 34.46

+2.4%

Jan 12 3:59 PM EST

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To: Edward F. Aboufadel who wrote (37)	7/25/1996 9:40:00 PM
From: Michael Sun	of 84

Edward, you are absolutely right about the interest income, which is obviously derived from their $50M cash and cash equivalents. I did read the WSJ article in which RAPT is mentioned as an hot stock by Montgomery. I remember reading similar stuff elsewhere in some professional journal. They haven't seemed to put some impact on RAPT's price so far. Yes, it is indeed an hot and growing business. But it is also a long shot for the business to mature, if it ever will. One thing always bothers me: I haven't seen an estimate of this intranet-security/firewall market. RAPT is definitely an important player with 1300 servers installed. But how big really is the market one year from now? If it not that large, can RAPT's $18 price be justified? I guess not. If it is real huge, why isn't MSFT stick their hands into this? Or this tiny RAPT could be an acquired by MSFT? Too bad I couldn't supply any numbers now. More research to do. Maybe IOMG is a safer bet. Just kidding. Michael

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