CyberGuard Corp. (CYBG) Message Board

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Technology Stocks : CyberGuard Corp. (CYBG)

CYBG 0

-100.0%

Jul 23 5:00 PM EST

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To: CatLady who wrote (1705)	6/18/1998 8:20:00 PM
From: uu	Read Replies (2) of 2616

CL: You state: > but all the big players already have firewall products, Please give me a few names (one or two will suffice) that have such products and "dominate" the market? If you are refering to Microsoft, No they do not have such products (at least not yet anyway and it will be a while for them to catch up to CYBG). But I do sense your concerns which seem to be the rulling perception at this time. As for the revenue growth CYBG has proven (to me anyway) it is growing very nicely. This quarter's earnings report (out in about a month) will prove this. You state: > Look at Borland and Corel for examples of other companies with good products and poor revenues. The difference between Corel and Borland type companies and CYBG is in the nature of their business model. Borlands of the world are in providing application development tools targeted at a very limited number of users (namely software developers), While a company such as Cyberguard is providing a product that is used by the mass market and all users. Furthermore with Java and the new computing model, Borlands of the world have come to provide products that no longer considered to be specialized and are now considered to be in a software "commodity" type market (i.e. there is no money in providing software tools unless you are as big as Microsoft!). With the explosion of internet and the so called thin client/server centric computing model the growth of companies such as Cyberguard, that provide the security for this new computing architecture, are and will be astronomical. And the beauty about this market is that there are no dominant player yet and as this market grows everyone tries to dominate it either by providing superior products or consolidation. Cybergaurd in my opinion is in an excellent position to take advantage of this new computing era strictly based on its products. And Of course the possibility of a take over is very high, however I for one am buying the stock strictly on the basis of its products and business model. Regards, Addi Jamshidi

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