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Technology Stocks : CyberGuard Corp. (CYBG) -- Ignore unavailable to you. Want to Upgrade?

To: Tim J. Flick who wrote (1119)	1/26/1998 12:43:00 AM
From: Terry Menia	Read Replies (1) \| Respond to of 2616

Great idea Tim - I'll start off: 1) Revenue will be down more than most of us think (reasons: haven't heard any big annoucements this Q, sources who have talked to Bob and Tom say they are not hyping sales, no quantitative positive pre-announcments; the blame will be placed on: SEA slowdown, product transition, a few big sales not closing and falling over into the next Q, etc.) 2) One almost big announcement about TradeWave used as a red herring to try to mitigate the odor of the down revenue Q. 3) Proclamation that profitability will still be one to two Q's out due to reasons cited in 1) 4) Possibly some blockbuster announcement as I believe there are two more coming after the TradeWave release. Other possibility is an annoucement very weird in nature but we need to wait until the end of the week to see about this one. 5) Not much price movement to the downside (as you might expect after seeing CHKPF drop after another blow-out Q). Seems the firewallers still have enough upside potential that they can hold their sky-high PE's even though most are not making $$ yet. Note: I had no time to talk with BC last week so these comments are strictly based on data points gathered, telecons with several followers and gut feeling. Hope I'm wrong with sales hitting a new high, MSFT inking an OEM deal for the SecureGuard product, GTE signing a huge deal with TradeWave and Cisco deciding CYBG's firewall provides the ultimate security it needs and decides to bundle it with every piece of hardware sold. Hahahahahahahahahahahaahhahahahahahahahahahahahahahahaahahahahahaha! ------------------------- Back again - just read Jan 19 issue of InfoWorld - page S12 "Network Software" section of the "Best of the Test Center". This article provides a look at the product testers and "1997's hottest Comparisons and Product Reviews" - these are the Analyst Chioce award winners for 1997. Lo and behold - "Cyberguard 4.0 for UnixWare" selected. No CHKPF, TISX, SCUR or RAPT or any other firewaller for that matter. The article reads: Reviewed by Mark Jospeh Edwards - Nov. 17, 1997, page 98C: "Cyberguard 4.0 for UnixWare is an NCSA-certified firewall that boasts a truly impressive feature set. PROS: B1 security rating based on the DOD Orange Book standards; easy-to-use interface; outstanding access control; supports SNMP and Ntework Address Translation; year-2000 compliance for GUI, operating system, and file system. CONS: Pricey" Interesting - couldn't find CHKPF mentioned anywhere in the article. Seems Triant's marketing bullshit (some call it acumen) is the driver behind that technology. Pricey they say? How can anyone haggle price when we're talking about ultimate security?

To: Tim J. Flick who wrote (1119)	1/26/1998 8:45:00 AM
From: Christiaan McDonald	Respond to of 2616

Tim, hard to guess. I am more interested in revenue than profits right now, revenue for a hot software must move up quickly because competition will move quickly also. If revenue is down again this qtr, we will just probably move on and forget CYBG. If revenue is up and we like the looks, we are buying back in. This is different from my usual strategy because I usually investigate and take a position before any news, hopefully at the bottom. However, after the revenue was down last qtr we turned very cautious on this one. Ken

To: Tim J. Flick who wrote (1119)	1/26/1998 11:37:00 AM
From: jas singh MD	Read Replies (1) \| Respond to of 2616

Good morning everyone, As John Anderson says in his new country single..."Somebody pinch me"...we just hit $5/share. Seriously,Tim I have no idea how to start with your question. All I can say is that we have a company who based on the awards has one of the best technology available in this sector. We all have heard the rumors regarding Microsoft/GTE/Soundview/etc...I'm not going to stir the waters by spreading additional rumors. What I would suggest to BC for tommorrow's conference call is to provide us with some clear cut guidence into the prospects of revenue growth. Additionally, some insight into how the big boys(ieMSFT/Cisco) view the products being offered by CYBG would go a long way to restore some investor confidence into this stock. Finally, I would be very interested to know how many of the exectutives have actually started purchasing additional shares as per their new executive plan. In regards to earnings...Flat as the state of Texas.(IMHO) Sincerely, Jas