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Technology Stocks : Network Associates (NET)
NET 202.39-0.1%Dec 26 9:30 AM EST
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To: The Rancher who wrote (2152)3/19/1998 5:14:00 PM
From: Chuzzlewit  Read Replies (1) of 6021
 
One problem is that a lot of people keep throwing around the word commodity with impunity. A commodity is a product that is indistinguishable from one vendor to another. Salt and milk are commodities.

Now, if you look back a few years you had Lotus 1-2-3, Excel, and several other spreadsheets with more or less the same basic features. But these products were distinguishable, and consumers did make distinctions. The same is true of any number of pieces of software. So please, lets be a little more precise.

Larson made an interesting point in his presentation about the TISX deal. He pointed to Microsoft Office as an example of what he wished to achieve. Microsoft Office has any number of "commodity" components, but it is a clear market winner because it is effectively sold as a suite. And that is what Larson is attempting to emulate in the network security market.

Regards,

Paul
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