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


To: bojo who wrote (1246)2/20/1998 6:06:00 PM
From: jas singh MD  Read Replies (2) | Respond to of 2616
 
Good afternoon Bojo,

Obviously, I'm one of the least technological persons on this board when it comes to firewalls and e-commerce. There are a couple of points, however, that I would like to raise in regards to your last post:
1) I'm not sure it is safe to assume that revenues from the firewall sales will remain the same or only grow slightly because we now have a product that will be in a sector that is responsible for ~60% of all the firewall sales. Prior to recently introducing their NT product, CYBG was totally shut out of this segment.
2)In regards to why anyone will trust a company like Tradewave/CYBG.....well if my memory serves me correctly, over a billion dollars worth of transactions were performed during the first 12 months of the OASIS program. Obviously, someone is trusting this company.
3) In regards to you contention that the management team is hyping Tradewave as the next VRSN, I thought the quote comparing our technology with VRSN came from a rep. of Coopers and Lybrand. I would assume that CL had an opportunity to go with VRSN if they felt that it would give them a competitive advantage....don't you?

Sincerely,

Jas