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Technology Stocks : Network Associates (NET)

NET 191.38

-2.5%

3:59 PM EST

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To: Kashish King who wrote (1130)	9/23/1997 1:13:00 PM
From: Chuzzlewit	of 6021

Rod, I'm curious about your reasoning. It seems to me that more and more companies are jumping into the anti-virus market and firewalls etc. which leads me to believe that this is a very rapidly growing market (rather than a mature one in which companies vie for market share). Why do you believe the market is near saturation? Although I do some programming (as a hobby), I'm not familiar with anti-virus programming techniques, so I'm curious as to why you would categorize this company as low-tech, compared to say CA (which I also own). It seems to me that just about any business software company could be categorized as low-tech just as easily. As an investors, it's important for us to maintain an objective view, so I would appreciate as many specifics (rather than broad categorizations) as you could provide. Regards, Paul

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