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Technology Stocks : Security Dynamics SDTI -- How much money can they make?? -- Ignore unavailable to you. Want to Upgrade?

To: Richard Ehrlich who wrote (299)	2/24/1998 4:22:00 PM
From: Bulldozer	Read Replies (1) \| Respond to of 1614

If you ever read any Ben Graham, the mentor to Warren Buffett, his main thesis was in effect - 'Do your homework, and pay attention to MR. MARKET. Some days Mr. Market gets out of bed and feels very fearful and confused and will sell his shares at any reasonable price. Other days he gets out of bed and feels very confident, and won't sell them unless you are willing to pay up. The key to investing is to take advantage of Mr. Market when he's not feeling well.' The market over the long term is rational and correct, over the short term IT IS HIGHLY IRRATIONAL. I can assure you, (to the best of my knowledge), there certainly was not any market manipulation. NETA was absolutely behind the fall yesterday. Money managers who care about the space were all talking about it. Again this is a confusing field and you have to know where all the players stand to make an intelligent judgement - and even then its rather confusing! SDTI IS well positioned and I believe time will bear this out. How much time? 6-12 months. SDTI had a fabulous presentation at BARS today - maybe TD will elaborate on it later. And BTW, I am in NO WAY connected to SDTI. My partner and I manage money and we do our homework. Bulldozer