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Technology Stocks : Security Dynamics SDTI -- How much money can they make??
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To: Edward F. Horst Jr. who wrote (434)4/18/1998 10:27:00 AM
From: Turs  Read Replies (1) of 1614
 
Maverick-NETA is not eating SDTI's lunch because, as Bulldozer said, they don't cross paths all that often. NETA does not have an authentication solution that I am aware of, they are not involved in digital certificates, and they have an inferior encryption offering. They are still a desktop company for the most part. So, that's not what's going on.

Bulldozer-My understanding is that RSA may have been up a little sequentially but the growth is still below their expectations. Dynasoft sucked. Assume the card business was okay. I think the real problem is that the purchase of security for networks/access used to be a smaller purchase - one product and departmental in nature. Now, SDTI and others are trying to offer an enterprise-wide solution and that is making the decision more complex for organizations. Thus, the sales/evaluation cycle gets longer and near-term sales growth suffers. The other problem was a lack of buying ahead of the SecurSight release.

My views anyway. I actually think the stock will be up after the call just because mgmt. will have finally communicated with investors/the Street. Investors, especially institutions, hate uncertainty and the stock is probably being unduly punished because of this. Have to believe that it is worth the risk to buy some here.

Turs
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