Security Dynamics SDTI -- How much money can they make?? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Security Dynamics SDTI -- How much money can they make??

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Bulldozer who wrote (312)	3/4/1998 10:37:00 PM
From: Bulldozer	Read Replies (1) of 1614

FYI to all - I attended one of SDTI's "Enterprise Security Briefing Series" today and came away pretty impressed. These seminars are being held around the US as a way to 'spread the word' and generate prospect interest. Almost 300 people attended this event - which astounded me. Senior executives from SDTI and RSA spoke for four hours on the company, the technology and the future. Big focus on the upcoming SecurSight and numerous customer testimonials (one was DuPont with 18,000 tokens in use)were included. Info included: * SDTI now has an installed base (strong potential for recurring revenue)of 2,500,000 tokens, 8,500 Ace/Servers and 2,500 customers- including 65% of the Fortune 1000. Total remote access market is estimated at 30 million users today and 50 million by Y2K. * The market for INTERNAL access (LAN, applications etc.)is far larger and potentially more important than external breaches as studies which show 70-80% of security breaches occur from within a network demonstrate (in other words, 3/4 of the time, breaches will not originate over the Internet and firewalls of little help). * SDTI is so focussed on potential smart card market that they regularly meet with Schlumberger and Gemplus to discuss and plan for the transition. In fact SDTI states they often push these guys to implement technology that they otherwise would not have even been aware of. Still, as has been discussed previously, standards (at least in the US) are far away and we have no reader infrastructure at all. Much more (including RSA info), too numerous to list here. But great turnout (I saw numerous cards being exchanged for prospect follow-ups) and another demonstration that this company is NOT going to be left behind in the security software market. Bulldozer

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next