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Technology Stocks : Entrust Technologies Inc (ENTU)
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To: Mark T. Heath who wrote (70)1/25/1999 4:25:00 PM
From: Wizard  Read Replies (1) of 1205
 
Its a long-term call.

VRSN just is the winner in this space. VRSN is alligned with Microsoft, Cisco and the Security Stock Killer called Network Associates. I think basically everything else in security is a long-term short.

ENTU's model is inherently flawed. There is lots of competition in the enterprise space and eventually, NETA or SDTI or VRSN will cause ENTU to miss some deals and ENTU's stock will go to the gutter. They will do well for a while but the stock largely reflects this success.

The only reason I bought ENTU (in the low $20's) was based on a sympathy move as investors came to understand VRSN's model and the two are often grouped together. It traded up and I sold it for a solid gain. I never had any interest in holding ENTU stock long-term.
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