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Technology Stocks : Security Dynamics SDTI -- How much money can they make??

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To: Marty K. who wrote (1196)3/3/1999 7:58:00 PM
From: Eric L   of 1614
 
Marty,

When I said "hopefully", I was wearing a (sentimental former or potential future) stockholder hat. I believe that SecurID token and ACE/Server are SDTI's past and Keon is their future. SecurSight architecture promises to marry the two. Right now they have 2 not exactly compatible product offerings. Their dominance in Network Security will be challenged by some pretty big guns. Cisco's evolving entry in this field (recent Pilot and IRE partnerships), is certainly rather interesting to watch. Microsoft sitting out there with Windows 2000 Server. Unysis. IBM. Some smaller guns too. Entrust. Certicom. All the more interesting because all but Entrust & Certicom are SDTI "partners".

For now I'm going to watch the evolving world of PKI from the sidelines. I suspect that a lot of those IT/IS Managers that attended the Secursight Executive Breifings last year might be doing the same thing.

- Eric -
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