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Technology Stocks : Secure Computing - Integrated Network Security -- Ignore unavailable to you. Want to Upgrade?

To: jas singh MD who wrote (337)	3/14/1998 7:01:00 AM
From: Sal Davis	Read Replies (1) \| Respond to of 930

Jas, its good to see you over hear on the Secure thread. If you contribute as you have on the Ampex thread, we will all be much better for it. The possibilities and potential for security companies such as Secure and CYBG are very exciting. Their group is now ranked in the top 10 of 200, truly hot, by Investors Business Daily. Institutions have taken notice and I am sure are slowly and quietly accumulating. What's truly exciting about this group is the consolidation going on in the industry, which as it progresses will only bring more attention and VALUE to our companies. Sal

To: jas singh MD who wrote (337)	3/14/1998 2:14:00 PM
From: J L Segal	Respond to of 930

Jas, good to see you here. The large block trading in both SCUR and CYBG probably have a lot to do with the fact that we are nearing the end of the 3rd quarter -it's window dressing season. MM's are sitting on a lot of cash. Many of these MM's have been extremely cautious, mainly due to the Asian situation; Now they are worried about catching up with the indexes. After hearing pre warnings from bellweathers such as INTC, MOT & CPQ, they must be careful in their selections - hence the interest in SCUR & CYBG :-) As for the block volume w/o major price movement, it appears that the institutional traders are "working" the buy orders for their MM customers. (FWIW, I used to be in the business & handled these types of orders) I think everyone on this board will agree that SCUR & CYBG will perform well in '98, whether or not they are bought out. JL p.s. Off topic - Any near term thoughts on WAVX? I've considered adding to my position several times recently (due to the current price), but feel it still might be more prudent to wait for some concrete developments (ie.,IBM, etc.).