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To: voop who wrote (31682)	9/15/2000 10:46:20 AM
From: Eric L	Read Replies (1) \| Respond to of 54805

Voop, Re: CERT - RSAS - PKI << JV= Junior Varsity? >> Yes, our JV thread. Like here: Message 14357972 << since RSAS' patents became part of the public pool, perhaps it is no longer worth hunting! >> Perhaps. This is one of the things I've wrestled with. Related to this is whether or not they have a proprietary open architecture. Same questions for Certicom. They are the champion of ECC, but ECC has always been in the public domain. CERT however has a patented implementation of ECC. RSA could have renewed their patents. They chose not to. Last week Art Coviello, CEO of RSA Security, ... downplayed the expiration, adding that revenue derived solely from licensing the algorithm represents less than 1 percent of RSA's annual revenue. Tools used to build encryption into applications, such as the BSafe tools from RSA, represent just under 10 percent of the company's revenue. techweb.com << You took so long to hunt it, it died from old age LOL >> I died from old age, or PKI killed me. <g> I hunted RSAS (formerly SDTI) longer than you might think. I held it for 2 years, through 2 earnings surprises in 9 months, convinced the PKI tornado was near. It was the first company I attempted to analyze (solo) using GG thought process. Essentially dead money in my portfolio. I also held Entrust (ENTU) from shortly after IPO forward, and exited same time as SDTI about 18 months ago. I remain a little leery of the whole sector, and this has somewhat dampened my enthusiasm for prioritizing the Project Hunt Report. Here is an excerpt from a very recent good but long article titled "PKI Bridges The Internet ID Gap" that nails the reason that the industry is not in hypergrowth: cardtech.faulknergray.com (article at bottom of page) >> Despite the growing demand for answers to the challenges of Internet security, PKI has proven complex to implement and companies have adopted it more slowly than some expected. Indeed, it is often said about PKI that the hard part is not the "PK" -the fundamentals of public/private key technology have been around for a quarter of a century - but the infrastructure represented by the "I". << << And who wants to interface with all this data without a superior display? >> Not me, to be sure. << Could this be solved by. .. e.g. ... KOPIN!? >> I always thought so, specifically Kopin. Have they had any recent success with this in the arena of mobile wireless technology? - Eric -