[CANSLIM] computer security companies?

From: "Tom Worley" <stkguru@bellsouth.net>
Subject: [CANSLIM] computer security companies?
Date: Thu, 23 May 2002 20:23:58 -0400

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anybody got any favorites?  saw this article tonight from InfoBeat:

Focus on Computer Security; Bush Wants 68% Hike in Spending

Amid heightened concerns that terrorists may hack into computers to disrupt
emergency responses in conjunction with physical attacks, President Bush has
included a $1.7 billion increase in spending on cyber security in his
proposed budget.

The anticipated 68 percent boost in government spending may make Wall Street
more bullish on companies that sell computer security products and services,
according to some experts.

Computer security is "one of the comparatively few bright spots" in the
information technology sector, said James P. Lucier, an analyst with
Prudential Securities, which hosted an investors' conference titled
"E-Security and Homeland Defense" at the Waldorf- Astoria in New York on
Wednesday.

Corporate spending on computer security has been paltry even after the Sept.
11 attacks, but the increase in government spending could change that,
Lucier said. "

Tom Worley
stkguru@bellsouth.net
AIM: TexWorley



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