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

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To: jas singh MD who wrote (1910)8/6/1998 10:19:00 PM
From: Dr. Seuss  Read Replies (1) of 2616
 
I must admit, Jas Singh, I am impressed by your evenhandedness in looking at this stock... especially after comments you made in the past. While I may have misjudged you, I don't think I have misjudged this stock.

And while I never have dissed the quality of the CYBG firewall, I do think:

* the company is not executing a plan.
* there is not a big need for this product.
* there are a lot of other firewalls out there.
* for an institution as large as ours CYBGs firewall doesn't scale well. This is a key point because large site licenses is where the money is at.
* Bill Gates will ultimately build this functionality into NT.
* Firewall programs are not the most complicated thing to program, especially if you have more money than the Sultan of Bruni.
* CYBG has taken out a small loan for the value of the entire company.
* They have been losing money for a long time and will continue to do so.

Have fun!

Dr. Seuss
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