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Post# of 249244
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buffetguy

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buffetguy

Re: Armp post# 71932

Thursday, 03/03/2005 7:26:51 AM

Thursday, March 03, 2005 7:26:51 AM

Post# of 249244
Armp I agree with your 2007 revenue forecast as well

as your 2006 forecast. I am sorry to say I don't really agree with your other points in your post. I think SKS did make the case that IT spending is rapidly moving to Security. And I think SKS made the case as to who the drivers are, that is the behemoths in the TCG like Intel and Dell etc etc.

I really liked the end of the presentation when SKS said that it was alot of fun to go to the govt people and tell them about Trusted Computers. Now, these govt orgs MUST buy the Trusted Computers because they will be held ACCOUNTABLE for doing otherwise. Now that is what I call being in the catbirds seat.

LOL
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