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Pastimes : The Naked Truth - Big Kahuna a Myth -- Ignore unavailable to you. Want to Upgrade?

To: wlheatmoon who wrote (29419)	3/31/1999 8:43:00 PM
From: John Pitera	Read Replies (1) \| Respond to of 86076

I have one hot tip on VRSN, SDTI has owned 18.3% of Vrsn. SDTI is a stock I was very long from thanksgiving into Jan. VRSN's mkt cap is 3.737 billion , 18.3% of that is 684 million dollars, which is what SDTI's stake in Vrsn should be worth. SDTI which makes data encryption software and is a legitimate company with a 26 PE has a current market cap of of 761 million. we need to look up to see if SDTI has been selling their vrsn stake if not it will be going up unless VRSN coming back to the stratosphere. I show VRSN having 24.2 million shares outstanding Here is a Dec 98 Bus Week Friday Buzz on sdti DYNAMISM AT SECURITY DYNAMICS The sharp growth in E-commerce has produced a throb of security headaches. So some pros see opportunities for Security Dynamics Technologies (SDTI), which makes products to protect computer data. Since Oct. 8, its stock has leaped from 6 to 19. That rapid rise doesn't faze the bulls, who think Security Dynamics may again reach its 1997 peak of 44 during the next 6 to 12 months. ''The stock could go back to its old high for two reasons,'' says one San Francisco money manager: There's a huge market for its products. And ''the company could be a takeover target.'' Through its RSA unit, Security Dynamics makes cryptographic and electronic data-security products. Security Dynamics also licenses its technology to manufacturers. Microsoft, for instance, embeds the encryption on its Windows NT system, Intuit uses it on Quicken, and Netscape has it on the Netscape Navigator. Security Dynamics' products use a patented smart-card technology and access controls that authenticate users' identity. To ward off unwanted suitors, Security Dynamics has authorized the buyback of 4 million shares. The company has $150 million in cash, or $3.50 a share, notes Dawn Simon, an analyst at Brown Brothers Harriman, a New York investment firm. It also owns a minority stake of 4.4 million shares in VeriSign, a provider of digital solutions and infrastructure to conduct secure commerce over the Internet. James Wade of BT Alex. Brown estimates Security Dynamics will earn 51 cents a share this year and 70 cents in 1999. At its current price, says Wade, ''the stock is significantly undervalued.'' By GENE G. MARCIAL

To: wlheatmoon who wrote (29419)	3/31/1999 11:26:00 PM
From: John Pitera	Read Replies (2) \| Respond to of 86076

Mike, you asked about which companies would be involved in ~~This other sentence caught my eyes--- the demand is going to be is in the market for electronic commerce, sales force automation and customer relationship management software~~ here's a start on the customer relationship mgmt software ZD's Customer Relationship Management Conference & Expo and Support Services Conference & Expo to Showcase Technologies and Techniques for Finding, Keeping and Servicing Customers WASHINGTON, March 29 /PRNewswire/ -- Ziff-Davis (NYSE: ZD) announces that Support Services Conference & Expo and ZD's Customer Relationship Management Conference & Expo kick-off today and continue through Wednesday, March 31 at the Washington Convention Center. These co-located events feature the industry's most comprehensive education programs and extensive exhibits for building customer relationships, enhancing customer satisfaction, increasing customer loyalty, improving profitability, gaining competitive advantage, and maximizing staff productivity. The events enable sales, marketing, service, support and IT professionals to keep abreast of the latest developments in this burgeoning market and gather the knowledge necessary to meet critical business challenges. Some of the highlights of these leading events include: -- A special industry announcement will be delivered by Kurt Johnson, META Group and Zach Nelson, Network Associates, preceding today's opening address. "Evolving from the Tactical Help Desk to the Strategic Service Desk" will examine the state of the help desk industry, its growth potential, and emerging trends. -- "The Help Desk Industry Shoot Out" will assist help desk professionals in evaluating and selecting the membership organization that best suits their needs. Ron Muns, Help Desk Institute (HDI), Pete McGarahan, Help Desk 2000, and Ivy Meadors, Help Desk Professionals Association, will square-off about the various features and benefits of their organizations during this lively, interactive forum on Tuesday evening. -- The events marks the 10th anniversary of HDI and Software Support Professionals Association (SSPA), and will serve as the biannual membership meetings for both associations, enabling members to meet, network and discuss the most pressing issues and challenges in the industry today. -- Keynotes by prominent industry experts and visionaries, including executives from Oracle, Pivotal, Siebel Systems, SalesLogix, Moss Software, and Rubric, will explore major market trends and technologies. -- One of the primary themes is how organizations can embrace the Internet as an integral business tool in moving customer relationships into the 21st century. -- The industry's premier vendors will showcase hundreds of new products and services for maximizing customer relationships. About Ziff-Davis Ziff-Davis Inc. is as integrated media and marketing company focused on computing and Internet-related technology, with principal platforms in print publishing, trade shows and conferences, online content, television, market research and education. The Company provides global technology companies with marketing strategies for reaching key decision-makers. The ZD Events subsidiary of Ziff-Davis is the world's leading producer of information technology events, serving over 5,000 exhibiting companies and two million attendees through more than 60 events in 18 countries. ZD Events' products range from the IT industry's largest exhibitions such as COMDEX and NetWorld+Interop, to highly focused events featuring renowned educational programs, custom seminars and specialized vendor marketing programs. For more information about ZD Events, visit zdevents.com. For more information about these events, visit ssce.com or crm99.com or contact Mary Ellen Collins, at mary_ellen_collins@zd.com or (781) 433-1758. My thoughts ORCL and Sebl are two of the big plays in the customer relationship management area, Orcl is also strong in relational databases where they are a catagory killer and are coming on strong in Enterprise Resource Planning software.