SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Sterling Commerce (SE) -- Ignore unavailable to you. Want to Upgrade?


To: Turs who wrote (70)11/16/1998 11:49:00 PM
From: Kevin Sullivan  Read Replies (2) | Respond to of 341
 
Yes, I did mean a VAN, not VPN. Has management addressed this issue at all, assuming the press or analysts may have had the same thought? Also, any idea on the revenue percentages.

I do agree that the issue is off a bit; by at least two years, i.e. the foreseeable future. However, if VPN and general internet security solutions do mature at a faster rate than now know, and IF the revenues at SE from a VAN service top 25%, that could pose problems for those like myself who are long on this boy.

SE announced a month or so ago that Amazon bought their solution. Excellent sign. Any other big internet or EC brand name successes to your knowledge?