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Technology Stocks : Internet Guru Discussion -- Ignore unavailable to you. Want to Upgrade?

To: Norm Demers who wrote (2335)	7/30/1999 4:52:00 AM
From: steve harmon - analyst	Read Replies (1) \| Respond to of 4337

sdti - the revenue and margins look good to me but i think a shift to outsourced security (security services) could be happening, similar to what happened with net advertising prudential downgraded sdti to "hold" from accumulate so that probably triggered the selloff sdti i think is a long-term player with a good track record part of the problem has been security hasn't been as sexy/cool as ecommerce or infrastructure -- despite security being critical to all web commerce