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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 (2160)	3/19/1998 6:22:00 PM
From: Bulldozer	Read Replies (1) of 6021

The same areas you talk about - specifically I've heard Larson talk about PKI. He knows thats where its at - its just how to get there. Right now, he's not there -PGP is his only entre. We will know more tomorrow morning during their encryption conf. call. Regarding the firewalls, I agree to an extent - but how long do think it will be until these systems feel pricing pressure? With all the emphasis on this space, those prices will come down (albeit not as much as the lower end). Bulldozer

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