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Technology Stocks : Network Associates (NET)

NET 202.29

-0.1%

3:59 PM EST

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To: Bulldozer who wrote (2145)	3/19/1998 4:08:00 PM
From: Mike V.	Read Replies (1) of 6021

You guys are trying to analyze NETA by looking in a rear view mirror. Virus detection = commodity product Firewalls = commodity product Help desk = strong penetration of UNIX based solutions installed PGP products = strong growth potential Sniffer = minimal growth market Security intrusion detection = great growth potential However, NETA has an enormous problem with their CyberCop intrusion detection product. The core technology for CyberCop was licensed to Network General by the Wheel Group. The Wheel Group was purchased by Cisco in February 1998 for $120+ million. Now that the Wheel Group belongs to Cisco, and it has been Cisco's strategy not to license intellectual property, how will NETA be able take advantage of future product enhancements by the Wheel Group? More importantly, with the strategic control that Cisco has with their customers, for the first generation product do you think the customer will buy the same product from NETA or Cisco? Let's try to deal with what we know not what we think. The value of an opinion is directly related to what you pay for it.

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