Re: [CANSLIM] computer security companies?

From: "Katherine Malm" <kmalm@earthlink.net>
Subject: Re: [CANSLIM] computer security companies?
Date: Thu, 23 May 2002 20:00:50 -0500
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Hi Tom,

The Internet Security Stock List=20
ACTI ADSX ALDN CA CHKP COSN CYBG DMRC ECTX EFX ENTU HIFN IDNX INTI IONA =
IONN INTZ ISSX LLL LNOP LTBG MCAF NET NOVL NSCN NSSI NTPA ORCL PCEL.OB =
RNBO RSAS SCUR SFNT SNWL SSPX SYMC TCCO TMWD VDSI VIGN VLCT VONE VRSN =
WAVX WGRD WOLV ZIXI=20

(list is from www.bullsector.com)

Other companies such as CSCO have security products as well.

My favorite has always been CHKP. Currently a technical nightmare, but a =
savvy business bunch. Also an Israeli company, which I always thought =
was a fitting origin given the reputation their Intelligence community. =
(BTW, the founder developed the product while working for the Israeli =
Army.)

Katherine

  ----- Original Message -----=20
  From: Tom Worley=20
  To: CANSLIM=20
  Sent: Thursday, May 23, 2002 7:23 PM
  Subject: [CANSLIM] computer security companies?


  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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<META http-equiv=3DContent-Type content=3D"text/html; =
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<BODY bgColor=3D#ffffff>
<DIV>Hi Tom,</DIV>
<DIV>&nbsp;</DIV>
<DIV><STRONG><FONT face=3D"Lucida Sans Unicode">The Internet Security =
Stock=20
List</FONT></STRONG>=20
<P><B><FONT face=3D"Lucida Sans Unicode"><FONT size=3D2>ACTI ADSX ALDN =
CA CHKP COSN=20
CYBG DMRC ECTX EFX ENTU HIFN IDNX INTI IONA IONN INTZ ISSX LLL LNOP LTBG =
MCAF=20
NET NOVL NSCN NSSI NTPA ORCL PCEL.OB RNBO RSAS SCUR SFNT SNWL SSPX SYMC =
TCCO=20
TMWD VDSI VIGN VLCT VONE VRSN WAVX WGRD WOLV ZIXI</FONT></FONT></B> </P>
<P><STRONG><FONT face=3D"Lucida Sans Unicode" size=3D2>(list is from <A=20
href=3D"http://www.bullsector.com">www.bullsector.com</A>)</FONT></STRONG=
></P>
<P>Other companies such as CSCO have security products as well.</P>
<P>My favorite has always been CHKP. Currently a technical nightmare, =
but a=20
savvy business bunch. Also an Israeli company, which I always thought =
was a=20
fitting origin given the reputation&nbsp;their Intelligence community. =
(BTW, the=20
founder developed the product while working for the Israeli Army.)</P>
<P>Katherine</P></DIV>
<BLOCKQUOTE=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
  <DIV style=3D"FONT: 10pt arial">----- Original Message ----- </DIV>
  <DIV=20
  style=3D"BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: =
black"><B>From:</B>=20
  <A title=3Dstkguru@bellsouth.net =
href=3D"mailto:stkguru@bellsouth.net">Tom=20
  Worley</A> </DIV>
  <DIV style=3D"FONT: 10pt arial"><B>To:</B> <A =
title=3Dcanslim@lists.xmission.com=20
  href=3D"mailto:canslim@lists.xmission.com">CANSLIM</A> </DIV>
  <DIV style=3D"FONT: 10pt arial"><B>Sent:</B> Thursday, May 23, 2002 =
7:23=20
PM</DIV>
  <DIV style=3D"FONT: 10pt arial"><B>Subject:</B> [CANSLIM] computer =
security=20
  companies?</DIV>
  <DIV><BR></DIV>anybody got any favorites?&nbsp; saw this article =
tonight from=20
  InfoBeat:<BR><BR>Focus on Computer Security; Bush Wants 68% Hike in=20
  Spending<BR><BR>Amid heightened concerns that terrorists may hack into =

  computers to disrupt<BR>emergency responses in conjunction with =
physical=20
  attacks, President Bush has<BR>included a $1.7 billion increase in =
spending on=20
  cyber security in his<BR>proposed budget.<BR><BR>The anticipated 68 =
percent=20
  boost in government spending may make Wall Street<BR>more bullish on =
companies=20
  that sell computer security products and services,<BR>according to =
some=20
  experts.<BR><BR>Computer security is "one of the comparatively few =
bright=20
  spots" in the<BR>information technology sector, said James P. Lucier, =
an=20
  analyst with<BR>Prudential Securities, which hosted an investors' =
conference=20
  titled<BR>"E-Security and Homeland Defense" at the Waldorf- Astoria in =
New=20
  York on<BR>Wednesday.<BR><BR>Corporate spending on computer security =
has been=20
  paltry even after the Sept.<BR>11 attacks, but the increase in =
government=20
  spending could change that,<BR>Lucier said. "<BR><BR>Tom Worley<BR><A=20
  =
href=3D"mailto:stkguru@bellsouth.net">stkguru@bellsouth.net</A><BR>AIM:=20
  TexWorley<BR><BR><BR><BR>-<BR>-To subscribe/unsubscribe, email "<A=20
  =
href=3D"mailto:majordomo@xmission.com">majordomo@xmission.com</A>"<BR>-In=
 the=20
  email body, write "subscribe canslim" or<BR>-"unsubscribe =
canslim".&nbsp; Do=20
  not use quotes in your email.</BLOCKQUOTE></BODY></HTML>

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