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To: Bulldozer who wrote (356)	4/3/1998 10:51:00 AM
From: Trader Dave	Read Replies (2) \| Respond to of 1614

We do clearly have product transition issues to face. One of the comments I read is that the bulk of the secursight roll out isn't due until 4q '98. It raises the question of whether any customers might hold off on ace/servers and tokens to wait for an easier to manage integrated product line. we need to pulse customers to see if they're gonna wait and get full details on the product roll out schedule this year. Bulldozer, no doubt a few competitors are going to claim victory in the face of a stumble, but I think we both agree that there was/is some risk of lumpy execution until we get through september.

To: Bulldozer who wrote (356)	4/3/1998 11:19:00 PM
From: chirodoc	Read Replies (1) \| Respond to of 1614

<<<<<That does not mean I'm not nervous .......we all are after a 30% haircut. but as long as the company is focused and aggressive and the products are sweet, buy the drops and ignore the dips. i recall these kinds of drops in csco, msft, intc--and i used to say "i wish i had bought more....." now i do. ....my rule: if i make a lot of money on a stock and feel smart (knowing that i am not--i sell a bit and hold the rest). if i could kick myself for buying a stock that tanks (and i have done dd) i buy more. .....i doubled my small position on thursday. ,,,,,,,,thanks for all of your info!!!!