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

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

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To: Wizard who wrote (316)	3/16/1998 9:13:00 AM
From: Trader Dave	Read Replies (1) of 1614

In reality, neta and sdti don't really compete at all. In psychology, Bill larson says he competes with all security vendors and will "squash them all like the worthless little bugs they are" he's got huge market share in firewalls -- nearly 50% of the market if you count the massive amounts of shelfware tisx gave away years ago. :-) PGP has millions of licenses out there (Impressive for a free product.) Larson does position pgp as an rsa competitor, but it's generally more smoke and mirrors. To an extent larson is capitalizing on rsa historical arrogance. however, with al sisto on board some of that is being better managed. SDTI is clearly more of an application layer player, neta has no presence (for now) in tokens and smart cards. Moreover, neta thinks of the world as windows NT centric - incremental sales of NT may be outpacing UNIX, but NT is not replacing any key mainframes or UNIX servers. SDTI is more enterprise in focus, neta is more promotional in focus. TD

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