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To: Marty Lee who wrote (1099)1/21/1998 2:27:00 AM
From: Terry Menia  Read Replies (1) | Respond to of 2616
 
Tim - Cisco product info is way over my head but I plan to call the company tomorrow and if I get to chat with Bob I will ask. I also plan to ask about the seminar tour Trusted Info Systems (TISX) is doing with MSFT re the NT product. If we have a plug-in solution MSFT will promote why aren't we on that tour?
I also plan to ask about the $1B of transactions they keep announcing. It's obvious there ain't much revenue there or they'd be plugging the hell out of it - I think they are telling us something here but we are not listening. Additionally, we should be asking ourselves and I plan to ask Bob why TISX and SCUR have market cap 4x ours. The "perception" theory is getting very old. I believe it may have more to do with product mix, breadth of product or something else. In neither case do I believe their sales are that much greater than ours - and I know for sure one, maybe both still are not profitable.
Anyone note the 3/4 and 7/8 point rises in TISX and SCUR today - we're not even considered a player in this business.