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: Doug who wrote (429)	4/17/1998 5:09:00 PM
From: Bulldozer	Read Replies (3) of 1614

Doug, my anticipation is that tokens will not match the record sequential growth of the previous quarter (its hard to set a record every qtr!)), RSA will exceed expectations, and obviously Dynasoft will be down. Estimates are now $0.80 and $1.20 for '98 & '99. So what does that mean? - I don't know - and neither does anyone else. I find it very hard to believe their revs and inc. will slow from previous levels. As I've stated before, someone tell me what has materially changed in their marketplace? Is anybody else selling more tokens - it doesn't seem so; are Cylink, PGP, Certicom gaining share on RSA? - maybe some, but even if RSA keeps up with the growth of the market - they will keep growing over 50%; and throw the rest of the SecurSight suite in and I am just not that worried about it (although I always worry about all my holdings - right TD!?). As far as PEG, I still see a 50% grower valued at 20X forward. Last time I looked, that's a pretty good deal. Even if its a 30-40% grower, you still have a good valuation. We'll all learn a lot more on the 21st and I am as anxious as anyone to hear their words. Bulldozer

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