growth

Secure networks hardware and software.
Think endless cash from govenment (Homeland Security)....too scared not to spend the money. Fear sells like nothing else out there.

Network Security is the #1 driving force with retail companies today.

Undervalued

computer security sector

could be bought out

Fool pick

SPECULATION

"Secure Computing, with a $535 million market value, is the biggest pure play in the rapidly growing network-security segment that caters mostly to huge corporate and government clients. As they gear up, 23-year-old Secure Computing (SCUR), whose 2006 sales rose by about 62% (including acquisitions) to $176.7 million, remains the No. 1 player in the enterprise fire-wall market and offers a suite of other well-regarded products...
Following stellar fourth-quarter earnings of seven cents, which beat consensus estimates of break-even, Security Computing shares surged by more than two points in February to top 9, giving them a robust price-earnings multiple of 21 based on 2008 estimates. That seemingly rich valuation for a company that posted an overall loss in 2006 was among the reasons Goldman Sachs issued a Sell rating March 12, helping push the stock price back down to 8 last week. Around that level, some investors and analysts see a buying opportunity."

Again. February 27th. Down. Ouch. Umm, does it matter that this is a great business.