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Technology Stocks : Internet Guru Discussion -- Ignore unavailable to you. Want to Upgrade?


To: zenker who wrote (211)2/18/1999 4:56:00 AM
From: steve harmon - analyst  Respond to of 4337
 
pilot trades about 6x annualized revenue as of feb 17 by my estimates

i like its outsourcing of vpn and firewall services

its challenge is to convince companies en masse to trust it to provide such mission critical support for sensitive data -- it has some high profile partners and customers that lend it some clout

another thought is how pilot will compete against the firewall leader checkpoint software (nasdaq:chkpf)or against the bevy of security software outfits

i'm a fan of services but these software firms provide that in most cases also