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Technology Stocks : Symantec (SYMC) - What does it look like?

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To: who wrote (396)11/24/1996 12:42:00 PM
From: Kashish King   of 2069
 
The main problem is a lack of focus and a failure to develop unique products or products with sufficiently unique quality and features to distinguish them. They also have a reputation for being more trouble than they are worth. That is, the productivity gains don't justify the added overhead of maintaining yet-another-package in the eyes of MIS managers. That's why I don't have a position in this stock.

But look, they're still standing with QDEK and BORL on the ropes so there's plenty of room for optimism here given the nearly boundless opportunities for software vendors with the right stuff. If they can keep Dr. Solomon's antivirus at bay and crush sludge-ware like MCAF they can do well in the component and application security areana.

As for the Java tools, that's not a big revenue generator and there's tremendous competition there already. Microsoft compiler users are going to use J++ and Borland compiler users are going to use their respective products. Not a wholelotta room there.

Another plus here is little, IMO, downside risk outside of the normal market fluctuations. I would hold on since there's definitely more on the upside than on the downside.
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