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

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To: Bulldozer who wrote (356)4/3/1998 10:51:00 AM
From: Trader Dave  Read Replies (2) of 1614
 
We do clearly have product transition issues to face. One of the comments I read is that the bulk of the secursight roll out isn't due until 4q '98. It raises the question of whether any customers might hold off on ace/servers and tokens to wait for an easier to manage integrated product line. we need to pulse customers to see if they're gonna wait and get full details on the product roll out schedule this year.

Bulldozer, no doubt a few competitors are going to claim victory in the face of a stumble, but I think we both agree that there was/is some risk of lumpy execution until we get through september.
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