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To: steve harmon - analyst who wrote (2048)	7/3/1999 12:57:00 PM
From: atc	Read Replies (1) \| Respond to of 4337

You wrote: "checkpoint(nasdaq:chkp) has been the one to break out more than the others, although in the early days of 1994-95 sdti was the one to beat..." Having been up and down and accumulating on CHKP for the last 3 years, what is your perspective on this latest breakout prior to the next earnings? Do you think this might be what Geoffrey Moore called the "Gorilla" breakout? Thanks! - atc

To: steve harmon - analyst who wrote (2048)	7/5/1999 7:03:00 PM
From: American Spirit	Respond to of 4337

SDTI - big value, don't forget SDTI owns 20% of Verisign and other investments worth about $14. Therefore, you get the company for about $6. IMHO one of the best values left.

To: steve harmon - analyst who wrote (2048)	7/5/1999 7:05:00 PM
From: American Spirit	Respond to of 4337

DCTI - future leader in net banking and e-commerce payment processing. A young company putting together a monster plan. When it starts moving it will move big. A bargain net right now. AOL owns 10%.