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Technology Stocks : Sterling Commerce (SE)
SE 145.89+2.5%9:59 AM EST

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To: Turs who wrote (70)11/16/1998 11:49:00 PM
From: Kevin Sullivan  Read Replies (2) of 341
 
Yes, I did mean a VAN, not VPN. Has management addressed this issue at all, assuming the press or analysts may have had the same thought? Also, any idea on the revenue percentages.

I do agree that the issue is off a bit; by at least two years, i.e. the foreseeable future. However, if VPN and general internet security solutions do mature at a faster rate than now know, and IF the revenues at SE from a VAN service top 25%, that could pose problems for those like myself who are long on this boy.

SE announced a month or so ago that Amazon bought their solution. Excellent sign. Any other big internet or EC brand name successes to your knowledge?
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