4.26.04: Security/Internet Security & Identity Authentication Issue
Four analysts and top management from nine sector firms examine the Security/Internet Security & Identity Authentication sector in this 51 - page Issue from The Wall Street Transcript.
  1. Internet Security - Roundtable Forum - In an in-depth (8,900 words) Roundtable Forum, Joseph C. Craigen, an Analyst at Needham & Company, Michael Tieu, a Manager at Southwest Securities, Alan Weinfeld, an Analyst at Fulcrum Global Partners, Frederick Ziegel, an Analyst at Mackinac Research LLC, examine the outlook for the sector and share specific stock recommendations.
  2. CEO interviews (average 2,500 words). Top management of nine sector firms examine the outlook for their firm and the sector. Firms interviewed include:Secured Digital Applications Inc., SecureWorks Inc., Checkpoint Systems Inc., Electromark, LocatePLUS Holdings Corp., NetForensics, SafeNet Inc., Secure Computing Corp., Websense Inc.
    3. Topics covered: Security/Internet Security & Identity Authentication Outlook - Record number of virus outbreaks - Consumer and government demand for Internet security - Pent-up demand in the small to medium enterprise segment - Integration of security technology with infrastructure - Consolidation - Larger vendors - Valuations - Growth prospects - Stock picks  

    Companies covered:  Symantec, Network Associates, Check Point, ISS, Microsoft, Juniper, Cisco, IBM, Netegrity, WatchGuard, Verint Systems, RSA Security, ActivCard, SonicWALL, SafeNet, Secure Computing.
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