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To: Dale Baker who wrote (14670)1/17/2000 6:59:00 AM
From: SteeliejimRead Replies (1) | Respond to of 118717
 
Looks like your thread has reached critical mass, Dale. Jeeze, I just sent off my weekly copy for my writing gig and thought I'd catch up here before getting a few hours of shut eye. It took me over 1/2 hour just to catch up on the reading. Worthwhile though--as usual.

I notice your interest has been peaked on ORFR. It sure has been beaten down--with good reason. But they are still in business, are making sales and actually grew rev. last qtr. They seem to have put limits on their liabilities and the stock price seems to have limited downside. I'd feel better if their officers had put some of their own cash on the line with their company at such a "good value." I did get burned on this one once before so I'm cautious. It's not exactly the best analogy but PWAV reinvented itself by getting domestic contracts after its So Korea business crashed. It's gone up several hundred percent in the process.

A company that has a high unit cost but looks like it might be ready to pop again is DITC. It preannounced a mo. ago on dramatically increased revs and earnings, went to over 190 and is back down not much above 100. I don't know if it has reached bottom, but it looks like a good co. and should go much higher. The ??? is "when?"

Something I'm going to try this year is to play some cos. both ST and LT. I did well on initial momo runs of both NETP and ELON. However, I took my profits, feeling pretty cocky as both cos. fell back. Of course, after resting a bit (actually NETP bounced up and down quite a bit), they both rocketed to 50% greater than where I sold the last time. Also looking a SGNT again. It went up to over 30 on some good news and retrenched to barely over 20. Had a nice pop on Fri. WORK--the same thing. I was in both over XMAS and dumped them when they went on a sustained slide. I guess I'd rather book a modest profit than to go underwater. The risk of course is missing the next run.

Richard, our fav. broker DIR might be worth a play. It's been beaten down quite a bit, but I have to believe there are going to be a lot of new accounts wanting to get in on the ground floor IPO action. It seems almost reasonably valued rel. to some of the others. BTW, shouldn't you qualify for the finders fee they're promoting? After all, you are the reason I chose DIR over the others when I switched from SCH. Oh yeah. SCH. It almost looks like a value esp. and with the buyout, it might have turned a corner pricewise at least ST. Any opinions?

OT--You're a couple hours north of Pebble Beach and an hour south of Napa, when you get to SF Richard. Of course, the City and all of its great attractions can easily absorb all of your time on a visit of only a few days. Of course that's easy for me to say, not being addicted golf. <<gg>> Now, if the subject was fishing...



To: Dale Baker who wrote (14670)1/17/2000 7:57:00 AM
From: Norm DemersRespond to of 118717
 
Tons of RSAS news again today, RSAS and VRSN team up on wireless, RSAS and MSFT work on e-security, RSAS and INTL, RSAS and AIG, amoung others. Here's the big one:

Monday January 17, 7:35 am Eastern Time
Company Press Release
SOURCE: RSA Security Inc.
RSA Security and VeriSign Join Forces for End-to-End Wireless Security
Leading Supplier of Security Components and Leading Provider of Trust Services to Offer Complete Security Solutions for Wireless E-Commerce
SAN JOSE, Calif., RSA CONFERENCE 2000, Jan. 17 /PRNewswire/ -- RSA Security Inc. (Nasdaq: RSAS - news), the most trusted name in e-security, and VeriSign, Inc. (Nasdaq: VRSN - news), the leading provider of Internet trust services, today announced a strategic alliance to deliver tools that enable developers and service providers to more easily create trusted and secure end-to-end wireless e-commerce solutions. As part of the arrangement, RSA Security has named VeriSign its preferred provider of wireless trust and validation services, and VeriSign has named RSA Security its preferred supplier of software security tools for wireless developers.

RSA Security will build its RSA BSAFE® SSL-C and RSA BSAFE WTLS products to be compatible with VeriSign's wireless trust offerings and will embed VeriSign's digital certificate root keys in its products. In addition, RSA Security plans to support VeriSign's Wireless Personal Trust Agent technology in RSA BSAFE SSL-C and RSA BSAFE WTLS. RSA Security will also provide support for VeriSign's short-lived WTLS certificates to address the need for validation and revocation of certificates in the wireless world.

''For wireless e-commerce to succeed, application developers and service providers must deliver at least the same degree of trust and security which people have come to expect from the wired Internet world,'' said Stratton Sclavos, president and CEO of VeriSign. ''Our alliance with RSA Security is designed to enable just that, providing world-class, globally available and supported tools and services working together seamlessly to create complete, end-to-end e-commerce solutions.''

By offering developers convenient, one-stop shopping for all their wireless security needs, including the critical tools necessary to build an interoperable bridge between the wireless and wired worlds, these two industry leaders hope to accelerate the development of wireless e-commerce.

''Though still in their infancy, wireless e-commerce applications promise to become pervasive in a relatively short time, touching everyone, and may profoundly change the way we conduct our day-to-day lives,'' said Art Coviello, president of RSA Security. ''Our alliance with VeriSign will help propel wireless e-commerce from today's isolated pockets of innovation to a convenient way of life for people everywhere.''

As an initial step to boost wireless solution development, RSA Security is offering VeriSign developers and service providers free RSA BSAFE software development kits, which are designed to be used with VeriSign's free wireless (WAP) server digital certificates and VeriSign's range of wireless trust services (see related press releases dated Jan. 17, 2000 at www.verisign.com) to provide complete wireless client and channel security.

Both RSA Security and VeriSign are active participants in the WAP Forum, the global industry association that has developed a leading world standard for wireless information and telephony services on digital mobile phones and other wireless terminals.

About VeriSign

VeriSign, Inc. is the leading provider of Internet trust services -- including authentication, validation and payment -- needed by Web sites, enterprises and e-commerce service providers to conduct trusted and secure electronic commerce and communications over IP networks. VeriSign's trust services for Web sites, developers and individuals are available through www.verisign.com and through a growing number of ISPs and Web hosting companies. The company's digital certificate services for enterprises and electronic commerce service providers are available through regional account representatives, resellers, and global affiliates.

About RSA Security Inc.

RSA Security Inc., The Most Trusted Name in e-Security(TM) helps organizations build secure, trusted foundations for e-businesses through its RSA SecurID® two-factor authentication, RSA BSAFE® encryption and RSA Keon(TM) public key management systems. With nearly a half billion RSA BSAFE-enabled applications in use worldwide, more than six million RSA SecurID users and almost 20 years of industry experience, RSA Security has the proven leadership and innovative technology to address the changing security needs of e-business and bring trust to the new, online economy. RSA Security can be reached at www.rsasecurity.com.

NOTE: BSAFE and SecurID are registered trademarks, and Keon, RSA and The Most Trusted Name in e-Security are trademarks of RSA Security Inc. VeriSign is a registered trademark exclusively licensed to VeriSign, Inc. All other products and services mentioned are trademarks of their respective companies.

This press release contains forward-looking statements relating to, among other things, the anticipated release of new RSA Security products, the results of the strategic alliance of RSA Security and VeriSign and the future of wireless e-commerce applications. Such statements involve a number of risks and uncertainties. Among the important factors that could cause actual results to differ materially from those indicated by such forward-looking statements are delays in product development, technical difficulties, software bugs and errors, competitive pressures, changes in customer requirements, failure to develop or maintain strategic partner relationships, market acceptance of new technologies, technological changes in the computer industry, the risk factors detailed from time to time in RSA Security's periodic reports and registration statements filed with the Securities and Exchange Commission, including without limitation RSA Security's Annual Report on Form 10-K filed on March 31, 1999 and its Quarterly Report on Form 10-Q filed on November 15, 1999 and the risk factors referred to in the final prospectus for VeriSign's follow-on offering dated January 26, 1999 and VeriSign's reports filed with the SEC. Neither RSA Security nor VeriSign assumes any obligation to update the forward-looking information contained in this press release.

SOURCE: RSA Security Inc.

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and News: RSA Security Inc (NasdaqNM:RSAS - news)
Verisign Inc (NasdaqNM:VRSN - news)

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