Bill Wexler's Profits of DOOM Message Board

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Strategies & Market Trends : Bill Wexler's Profits of DOOM

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To: Bill Wexler who wrote (856)	5/17/1998 9:33:00 PM
From: lindend	Read Replies (1) of 4634

Bill, >>Cyberguard has shown nearly zero growth quarter over quarter.>> I've taken a look at the latest 10Q, and you are correct about a pattern of ever growing SG&A. However, before I consider shorting this stock, I need to get a grasp on a couple of things. 1. From everything I've read, the company's products are technically solid. Is there something preventing adoption other than market inertia with Check Point and the other big players? 2. Sales growth did occur in units shipped (108%) and from a year to year standpoint (although this growth pales in comparison to SG&A growth). What indications do you have that this unit sales growth won't increase? Thanks.

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