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

To: voop who wrote (31656)	9/14/2000 11:25:04 PM
From: Eric L	Read Replies (1) \| Respond to of 54805

Voop, Re: CERT - RSAS - PKI - - ECC - RSA - Handheld Game - m-security - m-commerce << I would hope you would wax poetic on CERT as a chimp with no immediate tornado >> Tell you what I'm gonna do .... I have been gathering my thoughts on CERT and some of the other players in the world of whatever we decide to call this m-security/e-security thing that enables m-commerce/e-commerce, and is an absolutely necessary puzzle piece of the 2.5G voice and DATA tornado, that I think is right around the corner, I am seriously delinquent in publishing the Project Hunt report on RSAS that I volunteered for. I have however been collecting data about RSAS and other companies that would naturally compete with them, or comprise a basket, for this sector, that has clearly not entered the tornado, but may be in the bowling alley. Obviously CERT (like ENTU) is an RSAS competitor and a candidate for the basket, and consequently I have collected data on them, and I do have some exposure to Certicom professionally. For those that have the original manual (Stand up and take a bow Uncle Frank) you will see that this sector was clearly identified as nearing hypergrowth and Geoff constructed his own basket that included Security Dynamics (now RSAS) and Checkpoint, and some casualties. It is interesting to note that Geoff consulted to SDTI before and during the publication of "Gorilla Game", and if you visited their Bedford, MA, headquarters in late 1997 or early 1998, you would see a copy of "Crossing the Chasm" & "Inside the Tornado" on the credenza of every senior executive of the corporation. Today, Geoff is consulting to CERT and is the keynote speaker at the "Certicom PKS 2000" conference that will be held near Uncle Frank's back porch swing at the Fairmont Hotel in downtown San Jose, California from September 19 to 21, 2000 (next week). certicom.ca Anyway (I've strayed) .... ... I am not going to do a Project Hunt report on CERT (still working on RSAS) But .... I'm gonna present (shortly ... already started) a fairly detailed introduction to ... and overview of CERT. Based on this, someone might want to take the ball and run with it to do a complete Project Hunt Report. In my Prelim, I will probably be exploring (not answering) these questions: 1.) Since ECC is in the public domain, do they offer or control a proprietary open architecture? 2.) Is Moore's Law catching up to Certicom? 3.) When will they become profitable? 4.) How will they become profitable? 5.) Are they in the Bowling Alley? 6.) Do they (as the esteemed "unclewest" recently said) have an opportunity to become "the" wireless crypto standard BTW: This post I made to "Snowshoe" provides some background on some of my thinking about Certicom as it relates to question # 2 above: Message 14382193 BTW 2: I recently posted a clip to the JV thread about my personal favorite in this sector. Their YTD performance sucks as bad as Qualcomm's but like CERT they are a Qualcomm partner. They are also a CERT customer and partner. BTW 3: My interest in CERT today, primarily relates to my interest in The Handheld Game, and the 2.5G wireless voice & DATA tornado. Without PKI m-security, there is, IMO, no (wireless) Handheld Game & no 2.5G wireless voice & DATA tornado. I would be delighted to hear from others who have thoughts on Certicom. - Eric -