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Technology Stocks : Network Associates (NET)

NET 202.49

+0.2%

Dec 24 12:59 PM EST

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To: Chuzzlewit who wrote (2144)	3/19/1998 3:58:00 PM
From: The Rancher	Read Replies (1) of 6021

Paul: I think I have to side with 'Dozer on this one. The TISX was clearly not a move to target the government sector, merely a side effect. I think 'Dozer is dead on -- CHKPF would have been way too expensive, especially since the firewall market is losing a bit of momentum. But Larson has stated that CHKPF is the target. However, I must admit, I am a bit wary of ANY company's attempt to displace CHKPF. They seem awfully entrenched and their brand equity is huge (side note: anyone notice CHKPF is trading at 18x LTM revenues?). But I still believe that NETA's overall product strategy works. The only piece of the puzzle that I am bit confused/skeptical about is the attack on the help desk market. Larson has stated that the strategy going forward is to attack the help desk market in 1998, security market in 1999. Question #1: Can the help desk market support another major player next to RMDY and IBM(Tivoli)? Question #2: Is 1999 too long to wait for the security market attack? Let me know. -Ranch

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