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Technology Stocks : CyberGuard Corp. (CYBG)
CYBG 0-100.0%Jul 23 5:00 PM EST

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To: Michael Brian who wrote (1909)8/6/1998 9:59:00 PM
From: jas singh MD  Read Replies (1) of 2616
 
Good evening Michael,

While I agree with your contention that there maybe some good news ahead for this company, I'm not as convinced that the mid-August release necessarily means that the company has significantly higher revenues to report from last quarter. I will be interested to see what type of progress they have made in selling their new NT firewall. During the first two months of it's availability, their NT product accounted for ~10 % of their total revenues for the quarter. Additionally, I would be looking for any updates regarding their CAs pilot projects that are currently ongoing. No body questions the quality of their products. However, if the products are top notch and if their revenues are not increasing at least as fast as the others in these two sectors then we need to seriously examine the manner in which the company is executing it's plan. Either we need to change the plan or get some people that are able to execute it.

Sincerely,

Jas
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