Korny, so now what do you think of SONE?????? I guess it has fallen from 80 to 50...<<BIG DEALS. Franco's other recommended stock in the sector is Security FirstTechnologies (SONE), which sells software that allows banks to providehome-banking services to customers. While some 40 to 50 companies do roughlysame thing, its superior product has won some of the biggest banks as customers, hesays. The stock has doubled in the past six weeks on news of deals with Royal Bankof Canada and alliances with Anderson Consulting and Hewlett-Packard (HWP).Security First closed on Mar. 17 at $66, still short of Franco's $80 price target. Marenzi, whose firm advises corporations on which software to use, thinks SecurityFirst has some technical problems and says its rapid growth is due mainly to personalrelationships top management has been able to tap -- which it can't do forever. Givenits rapid price rise, he says, "I would expect it to fall back to earth." He thinksBroadvision (BVSN) and Edify (EDFY), two companies that also sell Internetcommerce software to banks, are better positioned currently. K>>
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