Raptor - Where does it go NOW? Message Board

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Technology Stocks : Raptor - Where does it go NOW?

RAPT 57.76

0.0%

Feb 4 3:59 PM EST

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To: Tuan Phan who wrote (433)	8/9/1997 3:03:00 PM
From: davesd	of 652

Tuan, Firewalls have become a commodity product, cheaper products are continuing to come out and networking companies are bundling security into their comm products. There are too many players in this market and they are all fighting for a relatively small business. In my opinion, the only thing that is going to move the price of these companies higher is consolidation in the industry. All the companies will not survive...most will get bought out or go out of business....Firewalls are a software product and by the number of players in this business, it dosen't seem to hard to develop a decent firewall. So there is no premium for these companies. Lets hope there is a buyout sooner or later, or else, one poor quarter could send the stock down into the $6 range. dave

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