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

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To: Trader Dave who wrote (357)4/3/1998 12:34:00 PM
From: Bulldozer  Read Replies (1) of 1614
 
There are clearly transition issues - more than I had envisioned. However, this is a double-edged sword. On the one hand, it certainly causes concern short-term. On the other hand, there seems to be strong interest from SDTI's current and new customers for this integrated suite and once we get past this transition, things look awfully good.

It is important to remember that lots of investors have made LOTS of money investing in well run, well positioned companies (ie MSFT, INTC, CSCO) when their stocks fell due to product transition periods. SDTI may offer a similar compelling investment case.

In the meantime, visibility is clouded. For long term investors though, this may be a great buying opportunity.

Bulldozer
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