From: Robert Hettinga <rah@shipwright.com>
Date: Sat, 24 Oct 1998 00:39:45 +0800
To: cypherpunks@toad.com
Subject: dog stocks
Message-ID: <v04020a06b25652aa7b30@[139.167.130.246]>
MIME-Version: 1.0
Content-Type: text/plain



Don't shoot me, shoot the remailer operator. :-).

*I* couldn't have said the following...

Now, where *is* that Walter Winchell hat?

Cheers,
Bob Hettinga

--- begin forwarded text


Date: Fri, 23 Oct 1998 12:20:28 +0200
From: Anonymous <nobody@replay.com>
Comments: This message did not originate from the Sender address above.
	It was remailed automatically by anonymizing remailer software.
	Please report problems or inappropriate use to the
	remailer administrator at <abuse@replay.com>.
Subject: dog stocks
To: Robert Hettinga <rah@shipwright.com>
Status: U

of course this information should be laundered.... Remember Mr. McLellan is
an SDTI partisan.

SDTI *is* a dog stock.  It has problems.

(1) SecureID is decade-old technology.  They are ripe for competitors to
steal the business away from them, because of their business model.
They've yet to come up with any second trick for that pony.


(2) RSADSI is an anchor on the company.  RSADSI revenues have been flat for
six quarters; the most profitable thing they do is their little January
conference -- except for owning part of Verisign.  Sept. 30 2000 is fast
approaching and they have no plan on how they will compete once they no
longer have a patent to club people with.  The most profitable thing SDTI
could do would be to fire everyone in RSADSI, and use the monsy that would
be spent on their salaries to invest heavily in smart cards.

A

--- end forwarded text


-----------------
Robert A. Hettinga <mailto: rah@philodox.com>
Philodox Financial Technology Evangelism <http://www.philodox.com/>
44 Farquhar Street, Boston, MA 02131 USA
"... however it may deserve respect for its usefulness and antiquity,
[predicting the end of the world] has not been found agreeable to
experience." -- Edward Gibbon, 'Decline and Fall of the Roman Empire'