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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: kumar who wrote (25092)	5/20/2000 6:37:00 PM
From: Eric L	Read Replies (1) \| Respond to of 54805

kumar, << why ain't you in Vegas ... portfolio (or lack of it), doesn't finance the bus fare from Philly. ROFLMAO! << Entrust, GemPlus ? got any opinions ? >> Opinions only: - Entrust: I participated in the IPO of this Nortel spinoff. Sold at a small profit a year later. I was doing a "basket" in the e-security sector (identified by Moore in the original manual and dropped in the RM). I am overdue filing a Project Hunt report on RSAS (formerly Security Dynamics) which was another piece of that basket. Entrust probably the best of the players here as far as an end to end solution, but nobody really emerging and certainly not RSAS despite its Keon product range (formerly SecureSight which I though would be a killer). - Gemplus: Private, but potentially the best (only) pure smart card play, if Texas Pacific brings them public. << Is there a different thread that talks about such things? >> Just my lonely little labor here: Subject 24564 - Eric -