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Technology Stocks : Secure Computing - Integrated Network Security
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To: gmccon who wrote (362)3/19/1998 10:46:00 PM
From: jas singh MD  Read Replies (1) of 930
 
Good evening GMCCON

I think that you maybe overlooking a very important point...# of shares in the float.

CYBG....8.1 million
SCUR....17.4 million

Therefore, you all have a market cap of ~250 million dollars while we have a market cap of ~98 million. If you look at the EPS estimates for next year, they are nearly identical. Obviously, there are a great deal of factors that may cause these numbers to be skewed.

Having said this, may I also point out that CYBG is not only a Firewall company, but also a e-commerce play via it's Tradewave division. You all are familiar with the recent IPO of Verisign...whose market cap is ~850 million dollars. If you take a look at the recent PR regarding the Coopers and Lybrand agreement with CYBG to provide CAs for a large telecommunications company, you will notice that the contract with the telecommunication company is infact CLs and not CYBG's. This is important because one would assume that CL would have gone with the company with the best technology. Having said all of this, it is very interesting to note what the CL rep said about the technology being offered by CYBG vs that of VRSN. Therefore, how does one evaluate a company in TWO very hot arenas?? Please do not misunderstand, I sincerely believe that you all will do VERY WELL with your investment. I'm simply pointing out that for a long time, CYBG has been and according to some remains very undervalued in comparison to others in it's sectors. Hope this helps.

Sincerely,

Jas
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