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

To: Wizard who wrote (325)	3/20/1998 8:42:00 AM
From: Bulldozer	Read Replies (1) \| Respond to of 1614

With next years estimates at $1.35-1.40, most analysts are sticking a 35 multiple on it with a price target of $50 +/-. I wouldn't disagree with that. They do have RSA and smart card transition issues so a discount to the growth rate seems reasonable. However, the company is more than aware of these issues and if (when) they transform RSA into a smooth running, ongoing business and they demonstrate they can continue to make money while transitioning from tokens to smart cards, I believe the multiple will expand. BTW, check out SDTI's web site - lots of info on where they are going and the technology behind it. Bulldozer