Go to Jeff Salisbury LWGate Home Page.From: "Tom Worley" <stkguru@bellsouth.net>
Subject: Re: [CANSLIM] computer security companies?
Date: Thu, 23 May 2002 20:36:12 -0400
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This is a multi-part message in MIME format. - ------=_NextPart_000_0254_01C20299.7A711B80 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable thanks, Katherine I notice Novell just raised its revenue estimates for Q3 by $9 million - ----- Original Message -----=20 From: Katherine Malm=20 To: canslim@lists.xmission.com=20 Sent: Thursday, May 23, 2002 9:00 PM Subject: Re: [CANSLIM] computer security companies? 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 - -To subscribe/unsubscribe, email "majordomo@xmission.com" -In the email body, write "subscribe canslim" or -"unsubscribe canslim". Do not use quotes in your email. - ------=_NextPart_000_0254_01C20299.7A711B80 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable <!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN"> <HTML><HEAD> <META http-equiv=3DContent-Type content=3D"text/html; = charset=3Diso-8859-1"> <META content=3D"MSHTML 6.00.2716.2200" name=3DGENERATOR> <STYLE></STYLE> </HEAD> <BODY bgColor=3D#ffffff> <DIV><FONT face=3DArial>thanks, Katherine</FONT></DIV> <DIV><FONT face=3DArial></FONT> </DIV> <DIV><FONT face=3DArial>I notice Novell just raised its revenue = estimates for Q3=20 by $9 million</FONT></DIV> <DIV><FONT face=3DArial></FONT> </DIV> <DIV style=3D"FONT: 10pt arial">----- Original Message -----=20 <DIV style=3D"BACKGROUND: #e4e4e4; font-color: black"><B>From:</B> <A=20 title=3Dkmalm@earthlink.net = href=3D"mailto:kmalm@earthlink.net">Katherine Malm</A>=20 </DIV> <DIV><B>To:</B> <A title=3Dcanslim@lists.xmission.com=20 href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>= </DIV> <DIV><B>Sent:</B> Thursday, May 23, 2002 9:00 PM</DIV> <DIV><B>Subject:</B> Re: [CANSLIM] computer security = companies?</DIV></DIV> <DIV><BR></DIV> <DIV>Hi Tom,</DIV> <DIV> </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 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? 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". Do=20 not use quotes in your email.</BLOCKQUOTE></BODY></HTML> - ------=_NextPart_000_0254_01C20299.7A711B80-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email.
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