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Strategies & Market Trends : Stock Watcher's Thread / Pix of the Week (POW) -- Ignore unavailable to you. Want to Upgrade?


To: Stock Watcher who wrote (6359)4/13/1999 11:38:00 AM
From: RCJIII  Read Replies (1) | Respond to of 52051
 
SW, ATEL is almost a certain takeover candidate.

RCJIII



To: Stock Watcher who wrote (6359)4/13/1999 12:08:00 PM
From: Francois Goelo  Read Replies (2) | Respond to of 52051
 
S W, Bullish move on SLEU+22%. Are we getting close to the Grande Finale?

Re-post from SLEU thread. Original date: 18 February 1999

Elliot, I met Monday with J. Bennett, Chairman/CEO of SLEU...

for over one hour at their Fort Lauderdale headquarters, to ask a few questions about the Company plans and future prospects.

1) The team: Mr Bennett is a high powered, down to earth, executive with excellent knowledge of the Internet industry. He is also the president of an Internet consulting firm, Direct Digital Communications. As a direct result of his expertise, he was approached by Yucatan Holdings, the purchasers of Sleuth to run and build up the operation with optimum efficiency (he is proud of the fact that everything is organized in such a way, that it only take four people to operate the site, which means very low overheads). He is not rewarded by way of salary, but he has been issued a number of shares, which gives him a powerful incentive to work and increase their value. The other players are Sally Elliott who constantly maintains the site which is hosted by UUnet. I mentioned concerns that the site needed more frequent upgradings and he promised to look into it. To complement the team, there is also Tom Taule, Secretary/Treasurer and Mitch Patchnik.

2) The Business Plan: nothing is simpler and more straight forward! On February 11th, Sleu announced that "unique user" counts had increased 81%, from 400,000 end of December to 725,000 end of January. "Unique user" numbers are the most reliable way to value a search engine site. The "value" of a "unique user" goes from about $100 at the low end (GO2net) to about $1000 at the top (Yahoo). SLEU is doing everything in its power to increase this number and expect to have over 2 Millions "unique users" within 5 months. At the low end valuation, this give a market cap of some $200 Millions, or $46.50 per share! There is already some serious interest to buy out SLEU, but it is a little too early yet, when the "unique user" numbers and, thus the Company valuation, are growing so quickly.

3) Cash on hand: the CEO reports that they have all the cash they need to carry out their plan to its logical conclusion. In addition, they have a one Million line of credit, should they need it, which is unlikely, given the thriftiness of the operation.

4) Revenue: although the company is not yet profitable, there are several sources of solid income: advertising, percentage on credit card transactions and percentage of e-commerce sales. However, the thrust is less on net income generation than on increasing traffic.

5) How to increase traffic?: there are a number of new site expansions to be released within one month, or so: music connection, financial information, co-branded computers, e-toys, etc... I suggested an alliance with a company, such as e-Games (ROMT), that provide the ability to test games on site, followed by purchase and download. It should be a good way to increase traffic and Mr Bennett promised to look into it.


6) Conclusion: Having read and pondered certain posts, I was rather sceptic about SLEU. However, I am a business man and I could not see anything wrong with their Business Plan or the management. I have little doubts about its chances of success within the time frame indicated of 5 months, certainly before year's end, baring a major catastrophy. I went in frowning and came out smiling. I must admit that I was and remain favorably impressed. The CEO is clearly not a hypster or a PR type. He has figured out the whole business and the anticipated outcome quite well, since his final reward will depend on it.

The foregoing is my understanding of the conversation and my own opinion.


Regards, F. Goelo + + +





To: Stock Watcher who wrote (6359)4/13/1999 12:15:00 PM
From: Alan Boyd  Read Replies (1) | Respond to of 52051
 
CDSC ... To bring to the threads attention that next week
will be the third week of April, which is when www.suerdeals.com will be launched. The price held up very well with the delay of the launch. With market conditions being good, this one should do well. MM's keeping the spread reasonable today. Good Luck!
Alan



To: Stock Watcher who wrote (6359)4/13/1999 12:24:00 PM
From: TWICK  Read Replies (2) | Respond to of 52051
 
Good morning y'all. By lovely BB VLDC is + 6 1/8 65.33%. FNHC is basing nicely at 13 3/8's, waiting to for the next run. Let's hope the Nasdaq turns around and goes positive.

on ARTE - Since I just woke up, and ARTE is struggling to break past 3 1/2, I'm going to wait for a sub 3 entry.

Twick



To: Stock Watcher who wrote (6359)4/13/1999 12:30:00 PM
From: Norm Demers  Read Replies (1) | Respond to of 52051
 
More SDTI news:
Tuesday April 13, 7:03 am Eastern Time

Company Press Release

SOURCE: Security Dynamics Technologies, Inc.

Security Dynamics Expands Strong Authentication Solutions Across Full
Line Of IBM Servers

SecurID(R) Authentication Products Now Available for IBM E-Business Solutions

BEDFORD, Mass., April 13 /PRNewswire/ -- Security Dynamics Technologies' (Nasdaq: SDTI - news) growing family of industry-leading SecurID® strong
user-authentication solutions reached a new milestone today by adding protection from unauthorized access for IBM's complete line of enterprise servers. Two new
ACE/Agents(TM) for IBM AS/400e and S/390 Parallel Enterprise Servers announced today join those already available for IBM Netfinity, IBM RS/6000 and
many other major platforms. The new ACE/Agents are designed to work together with Security Dynamics' family of ACE/Servers and a broad range of SecurID
authenticators to ensure that only authorized users gain access to network files, applications and communications. The result is designed to create a barrier against
unauthorized access to these systems to protect critical network resources, while enabling enterprises to securely conduct e-business over the Internet. It is estimated
that 70 percent of the world's business data resides on IBM servers, the majority of which is on S/390 servers.

''Today's announcement is significant because it addresses a key challenge that IBM environments face in rolling out new e-business applications,'' said Scott
Schnell, senior vice president of marketing for Security Dynamics. ''The strong user authentication offered by these Security Dynamics products permits businesses
to use the Internet to securely share this information with their partners, connect with their back-end data systems and transact commerce.''

One of the greatest challenges businesses face as they approach e-business is achieving adequate security for their mission-critical applications while providing
access to legitimate external users over non-secure networks like the Internet. IBM defines e-business as the transformation of key business processes through the
use of Internet technologies, merging the standards, simplicity and connectivity of the Internet with the core processes that are the foundation of business.

''Now more than ever, knowing who you are transacting with is one of the cornerstones of trust needed for conducting business over the Web,'' said Linda Distel,
program director, S/390 Security at IBM. ''Having SecurID available on our platform gives our customers more choices in implementing two-factor authentication
on the network.''

Strong user authentication provides much greater security than traditional passwords. Static passwords can be easily guessed or ''cracked,'' making them the logical
target for unauthorized users. As a result, relying on passwords for user authentication cannot assure that the users at the end of the connection are, in fact, who they
say they are. Security Dynamics' strong authentication technology is designed to eliminate this risk.

The strength of the SecurID solution is rooted in its patented method that generates a one-time, pseudo-random code that changes every 60 seconds. The same
method is incorporated in the ACE/Server. When an authorized user enters the current one-time code as indicated by SecurID, along with a unique personal
identification number (PIN), the ACE/Server validates the passcode and permits the ACE/Agent that front ends the network resource to allow user access. By
combining these two factors -- the one-time code with a PIN -- only authorized users can gain access to network resources.

Security Dynamics provides the industry's leading strong user authentication solution. Today, more than 3,000 companies have adopted ACE/Server and SecurID
technology for protecting remote access to corporate networks, and more than 4 million individuals around the world use SecurID authenticators in various forms to
positively identify themselves before accessing corporate networks, Web sites and sensitive information.

The S/390 is IBM's most powerful enterprise server, and the AS/400e series is considered one of the world's most popular multi-user business computing systems.

Pricing and Availability

ACE/Agent software for IBM S/390 servers, as well as IBM Netfinity (Windows NT) and RS/6000 (AIX) servers, is available immediately through Security
Dynamics' direct sales force and the company's worldwide network of channel partners. The ACE/Agent for AS/400 will be available within the next 30 days.

About Security Dynamics

Security Dynamics is a leading provider of enterprise network and data security solutions that help companies conduct business securely, protect corporate
information assets and facilitate business-to-business electronic commerce. With more than 4 million users of its SecurID authenticators, Security Dynamics is the
world leader in two-factor user identification and authentication, and network security solutions. RSA Data Security, Inc., a wholly owned subsidiary of Security
Dynamics, is a leading supplier of software components that secure electronic data, with more than 400 million copies of RSA encryption and authentication
technologies installed worldwide. RSA technologies are part of existing and proposed standards for the Internet and World Wide Web, ISO, ITU-T, ANSI, IEEE,
and business, financial, and electronic commerce networks around the globe. Security Dynamics and RSA can be found on the World Wide Web at
www.securitydynamics.com and www.rsa.com, respectively.

NOTE: SecurID® and ACE/Server® are registered trademarks of Security Dynamics Technologies, Inc. ACE/Agent(TM) is a trademark of Security Dynamics
Technologies, Inc.

SOURCE: Security Dynamics Technologies, Inc.

More Quotes and News:
Security Dynamics Technologies Inc (Nasdaq:SDTI - news)
Related News Categories: computers, ISDEX, software




To: Stock Watcher who wrote (6359)4/13/1999 12:39:00 PM
From: Mr Metals  Read Replies (1) | Respond to of 52051
 
SAY on the ASE is going to ROCK HARD..She's trading @ 33c CDN

MM



To: Stock Watcher who wrote (6359)4/13/1999 8:08:00 PM
From: Stock Watcher  Read Replies (4) | Respond to of 52051
 
INDEX Part 1: techstocks.com eom