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

To: Sal Davis who wrote (338)	3/14/1998 8:20:00 AM
From: Michael Brian	Read Replies (1) \| Respond to of 930

Value is what Secure is all about, Sal. You are correct, IMO. About 1 month ago a series of articles came out in WSJ and IBD re. the consolidation taking place and the high value Secure offers to possibly acquiring companies. One of the articles went on to say that Secure would also make a successful company in its own merits if it decided to go it alone. Also this week, there was an article in IBD which said that companies spending on Y2K solutions are also spending a lot more in upgrading their systems. The article did not enumerate the kinds of upgrades, but I've been saying all along that it is only natural that they also upgrade what I believe the weakest links are__computer systems security software, the very same group that as of Thursday was 10th out of 197 and which was 34th only 3 weeks ago. I believe that the industry, and especially Secure, will exceed First Call projections in each quarter and that this year and at least next will see these companies gather a lot of momentum. Let's face it, the kind of security needed is not the kind that Microsoft can provide, as much as they have made noise about it. The field is just too big for them to be able to include in their bundling, unless they acquire a company like Secure or make a major alliance. If they did and Secure was not the one selected, then another company like Sun, Compaq, Hewlett Packard, IBM, etc. would pick Secure, IMO, just ot even out the field. SECURE IS A WIN-WIN, IMO.