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Technology Stocks : Network Associates (NET)
NET 195.85-2.1%11:24 AM EST
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To: Chuzzlewit who wrote (1112)9/22/1997 4:19:00 PM
From: Dennis G.   of 6021
 
If MCAF was interested in their share value and their shareholders, they should take a lesson from NVLS actions this year. They lost their initial TEOS patent infringement suit with AMAT, which they had been fighting for some time, and the stock tanked. Even after the judgement, they continued to insist that they did not infringe and would seek an appeal. Suddenly they wisely decided to settle the action, along with other similar conflicts with AMAT, instead of continuing to fight it and paid an $80 million settlement. The stock promptly took off like a rocket and has more then doubled since then, mainly because that cloud had been lifted and investors could focus on it's fundamentals and growth prospects.

I believe the animosity between NVLS and AMAT was at least as great as that between SYMC and MCAF. But that still didn't mean they couldn't arrive at some agreement which included cross-licensing. I feel MCAF could get a similar type of deal from SYMC if they really wanted, one which would probably allow them to save face. More then likely this would be positive for the share price.

There's more than enough market for both companies to grow. They don't need to engage in this cut throat antagonism. MCAF revenue stream is mainly anti-virus and SYMC is only a fraction anti-virus. This will likely continue and should not yield a zero-sum outlook at the two companies. The real contention between the two seems to be shifting of personnel, which could be included in a settlement.
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