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Technology Stocks : Aladdin Knowledge Systems (ALDN) -- Ignore unavailable to you. Want to Upgrade?

To: Jerome Wittamer who wrote (187)	2/23/1998 7:10:00 PM
From: Perry Ganz	Read Replies (1) \| Respond to of 351

Great pick ? I bought this stock today at 14 3/8 . Thinking the Sadamm setttlement would give it a POP . Being based in Tel Aviv . Wrong again , 3rd time I've had it . Good earnings , No interest in stock in U.S. markets. Tell me [for I here smart cards are more popular in Europe ] why not use VISA. Why will smart cards get more popular in U.S. IF it doesn't GO by Friday I'm gone for good . That being said I still think this stock is a great value. Good Luck & Buy DELL Perry

To: Jerome Wittamer who wrote (187)	2/24/1998 5:57:00 AM
From: Dr. J	Respond to of 351

No, Rainbow is still #1 with $14M in software security in Q3 vs Aladdin's $8M (Q4 numbers for RNBO not out yet). But Aladdin has been gaining market share on Rainbow consistently. Part of the reason for the current low price is that Aladdin's scorching revenue growth (28% YOY in Q3 vs. Rainbow's 3% in this business) moderated to 15%. This company is focused on their niche; Rainbow isn't. Aladdin also has the smart card development system. I am trying to find out whether this delivered any revenue in Q4 as they thought it would.