TREND MICRO - ( NASDAQ) SYMBOL: TMIC Message Board

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Technology Stocks : TREND MICRO - ( NASDAQ) SYMBOL: TMIC

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To: Feliciano L. Rivera who wrote (32)	10/21/1999 8:04:00 PM
From: Conan	Read Replies (1) of 35

I agree with your conclusion about Internet based solutions. Trend is clearly the leader today as far as Internet based anti-virus is concerned. Symantec, however, has content filtering products from a recent acquisition that place them in this area also. And I believe that they will announce a Solaris or Linux AV product before the end of the year. My main concern with Trend is valuation, not strategy or products. I am concerned about their lofty P/E ratio. I think Symantec is a good alternative if you want to be in this space. NETA is a "value play" with product problems but a large customer base. Conan

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