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Technology Stocks : INTERNET MANIA! Day Trading Net Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Mark Erik Blair who wrote (680)	12/1/1998 10:56:00 PM
From: wiley murray	Read Replies (1) \| Respond to of 1054

Hi Mark:Thanks.SDTI:This is a very detailed rundown on SDTI.This will be added to a very long list of potential net winners.Thanks.

To: Mark Erik Blair who wrote (680)	12/2/1998 10:51:00 AM
From: Big Dog	Respond to of 1054

Dear Mark: SDTI is an "essential" internet stock. As BT Alex. Brown stated, SDTI's products are the "defacto" standard for "secure" document transmissions and e-commerce transactions. It's nice that e-Bay, MALL and UBID provide sale and auction transactions over the net, but e-commerce won't fly unless people are confident that their transactions are confidential and secure. SDTI provides that protection. All the so-called "content" internet stocks (K-TEL, CUST, HHHH, etc.) have struck the "fancy" of speculators. In fact, it's obvious how speculative they are when you read a poster's message about the "small" float of some of these stocks. They want short-term (hopefully) positive moves. Quick-in-and-out. I agree with you that SDTI doesn't fit this mold in any way. In fact, since the internet is in its infancy, and e-commerce is a "newborn," SDTI (with it's defacto standard security products) should be a "core" holding for any stock portfolio. In my opinion, SDTI should remain as such for the next 10 years or so. (As an aside, with currently $154,000,000 in cash on its balance sheet, along with positive earnings, SDTI is a pretty "conservative" investment--but one that will grow as e-commerce grows in acceptance). If you go to SDTI's web-page, you'll find a section on its business partners. All the big internet browser companies and networking companies use SDTI's products as standard inclusions in their "pipes and plumbing." I agree with you that it is unfortunate that SDTI got caught-up in last week's and this week's "internet mania", but at least some "new" investors are now aware of SDTI and its "significant" role in e-commerce. This short-term "mania" will soon turn to "common-sense" investments. At that point, if not sooner, SDTI will be a favorite of both mutual funds and individuals. Good luck!