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


To: Bulldozer who wrote (433)4/18/1998 9:31:00 AM
From: Edward F. Horst Jr.  Read Replies (2) | Respond to of 1614
 
CYLINK sold off their wireless division for ~$60M and are now solely focusing on security. They have strong technology and experienced management, but the security operation is starting at a fairly small base, ~$10-$15M. Can anyone shed some light on them, as they could be a strong competitor in the encryption area.



To: Bulldozer who wrote (433)4/18/1998 10:27:00 AM
From: chirodoc  Read Replies (1) | Respond to of 1614
 
my view is that the present internet frenzy is becoming very momentum driven. yes i own many stocks like onsl, xcit, seek, ptvl, etc. but have been lightening up and moving away from them as their valuations become excessive.

stocks like sdti, with excellent earnings (esp relative to the tulip stocks) will have their day.

the explosive growth of the net makes it certain that more crime will occur. after the next big heist on the net, watch the media pick up on the issue--shortly thereafter watch for these stocks to surge.

i am a buyer of sdti at these levels and patient to wait--you can get a great view from these cheap seats.

curtis



To: Bulldozer who wrote (433)4/20/1998 10:26:00 AM
From: Doug  Read Replies (2) | Respond to of 1614
 
Bulldozer:Thx for your frank evaluation. I hope the Company will be equally open about their forward planning.!