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Technology Stocks : Raptor - Where does it go NOW?
RAPT 33.98+1.4%Dec 31 3:59 PM EST

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To: gc who wrote (593)12/2/1997 6:12:00 PM
From: Bosco  Read Replies (1) of 652
 
gc - thx for the article. not sure if RAPT is reacting to LU announcement or the pervasive selloff of the tech sector led by CS and WDC. Look at CSCO, who was upgraded by ML today, it still got hit with a 3 pointers (granted that %wise it is insignificant)

Regarding LU firewall, it seems to be a gorilla in the internet segment. LU has the habits (doesn't mean it will not change) of not doing speculate in the smaller segment. Also, noted that it mentioned that it will complement existent products. I think LU engineering is superlative, but it seems to try to co-sell the server level firewall with INFERNO (with an afterthought of UNIX and NT.)

Finally, it may not be bad to get LU involved, since CSCO and Checkpoint etc have more to lose - and Pancho's wish of a pac-man merger may be around the corner.

rgds Bosco
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