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


To: Trader Dave who wrote (329)3/24/1998 9:39:00 AM
From: Bulldozer  Read Replies (1) | Respond to of 1614
 
Trader Dave is absolutely correct. In addition, SCUR believes in the 'challenge/response ' form of strong authentication - a technology SDTI believes is onerous and an extra step for the user (and with 70% market share - it appears the I&A market agrees with them). Plus SDTI would basically have to dismantle SCUR's token technology to incorporate their own ACE/Server tech. If thats the case, why buy the company?

Bulldozer



To: Trader Dave who wrote (329)4/2/1998 12:04:00 PM
From: Bobo  Read Replies (2) | Respond to of 1614
 
TD,

What is your perspective on the SDTI blowup today. Product cycle related or bigger problem?