Agree with you on valuation and despite big drops already seen in sector. And while I'm familiar with the sector I'm not sure about individual stock fundamentals. I'm also seeing some serious doubts about Internet Security stocks and sales not panning out as believed would happen from a year ago. You seem to favor the dark side and thought you may see opportunity there also.
Thanks for any help you may give me in short cutting my own research I'm about to do on the above stocks.
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