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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: Terry Davis who wrote (2153)	3/19/1998 5:49:00 PM
From: Bulldozer	Read Replies (2) of 6021

Terry - you do the research. Both of these markets are growing substantially on the UNIT side but NOT keeping pace on the revenue side. Numbers I've seen, indicate firewalls may enjoy unit CAGRs of 90% but only price CAGRs of 26%. As far as anti-virus, there seems to be room for growth on the server side, I've stated that before. On the client side, you can download the stuff (admitedly not industrial strength and one may not want to open their hard drive to the Net)for free on the Internet! Its a nice subscription business - but it makes the Street yawn. I've never said NETA does not have areas of growth. And with Larson's ego and cash, I'm sure they will continue to buy/build their way to a leading position. But they have many integration and acquisition digestion issues. Thats why, despite the run, the stock is still only valued at 22 times nest years numbers. Bulldozer

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