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Strategies & Market Trends : e-Commerce the Next 100 Months...... -- Ignore unavailable to you. Want to Upgrade?

To: Roger Bodine who wrote (921)	5/9/1998 8:18:00 AM
From: jjs_ynot	Read Replies (1) \| Respond to of 2882

Some interesting e-commrece related projections: May 8, 1998 IBM/ IBM announces comprehensive security solution to strengthen e-business Integrates networks, systems, and applications with eNetwork LDAP Directory Server IBM today announced a comprehensive software solution for securing networks, systems, and applications. [M2 Communications, 1020 words, PREMIUM] ONLINE MARKET GROWTH PREDICTIONS A new report from Datamonitor* predicts that online shopping, training and education, and games companies in Europe will earn $5.3 billion in 2002. [Defense Daily, 193 words, PAY PER VIEW $3.00]

To: Roger Bodine who wrote (921)	5/9/1998 8:27:00 AM
From: Steve Antonelli	Read Replies (2) \| Respond to of 2882

I would like to recommend another stock for the portfolio. BTW, I think RNWK and ITVU are excellent suggestions also. SECURE COMPUTING CORP. (SCUR) designs and assembles products to enable electronic commerce by protecting an organization's computer network and its computers from access by unauthorized users. Main competitors are Checkpoint, Verisign, and Cyberguard. Two main points I would like to make: 1. They are MAKING MONEY 2. They have not had a big runup like other I-net stocks. The chart looks good from a TA standpoint. See techstocks.com (Estimates from Zack's) Fiscal Year 1st Q 2nd Q 3rd Q 4th Q Year 1999 0.12E 0.13E 0.15E 0.16E 0.61E 1998 0.02E 0.06E 0.09E 0.13E 0.31E 1997 -0.19 -0.08 -0.02 0.02 -0.27 What does the thread think? Other comments??