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Technology Stocks : VeriSign (VRSN) -- Ignore unavailable to you. Want to Upgrade?

To: Scott Kessler who wrote (219)	7/29/1998 10:10:00 AM
From: jarvis henkle	Read Replies (2) \| Respond to of 1285

end of lockup period on july 28 we witnessed the effect of employees who had been holding since the beginning taking some profits ... looks like more of the same today but it should even out soon - it always does as for vrsn as a buyout candidate - yes, it would be an attractive acquisition for all the companies mentioned, however, a very good point was also made as to the importance of independence ... i think in the long run it is more beneficial for the stock to stay on their own - they seem to be doing a good job so far - no? cheers, jarvis

To: Scott Kessler who wrote (219)	7/29/1998 9:59:00 PM
From: Jerry Salem	Respond to of 1285

Not Netscape or Sun. A VS buyer puts money into Bidzos/RSA/Security Dynamics, MSFT, INTC, Visa, CSCO, et al pockets. VS more likely to buy NSCP in a couple of years! Sun's not a good fit for many, many reasons. IBM/Equifax is NOT competition to VS. Direct competition to VS comes from Entrust, Cybertrust, and completely different technologies. If Digital Ids are the thing, VeriSign's the place. No guarrantee that DIDs are it, though. IBM has ads all over the tube about Internet security - I guess they're talking about hardening the boxes because you can't get a DID from them. It would be a good fit (nobody's particulary angry at IBM the way ORCL,NSCP,MSFT,etc duke it out) so the 'trusted third party' idea still works. IBM is one of those companies like AT&T and Disney that has almost universal respect and positive spin going. VS will acquire more companies (SecureIT was a nice pickup) and gain strength and re-gain momentum. New shares on the market should stabilize the price somewhat - as much as 'Net stocks can ever be stable. If they keep pressing hard they can stay ahead and keep making (and keeping) the big banks, BT, AT&T type of deals. - Jerry