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Technology Stocks : Network Associates (NET)

NET 192.98

+3.6%

11:58 AM EST

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To: Edwarda who wrote (5432)	7/1/1999 3:08:00 PM
From: Feliciano L. Rivera	Read Replies (1) of 6021

Very good insight on NETA. I am curious to know how they finished the quarter ? In my opinion NETA the R& D is Key, if they are not able to integrate their solution and I do not mean TVD or "Best of Breed Suite" or any other marketing scheme with very little beef. Perhaps it is better that this company begins to sell off parts. Again, ie TIS Gauntlet. It is not a market leader....Axent Raptor, Checkpoint, Cisco, Secure Computing are fighting for this space....Antivirus has changed from desk top solution to enterprise wide solutions primarily gateway and groupware protection. this has been exhibited by the latest Melissa and Explorer virus...Therefore, they are not technological leaders in that space either....Nor do they support the many different os platforms currently in the market...My guess is that NETA will re-define themselves in the next 90 days. I will wait and see....HOW ?....

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