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Technology Stocks : Network Associates (NET)
NET 188.91+0.1%9:57 AM EST

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To: Joanna Tsang who wrote (3333)10/8/1998 11:07:00 AM
From: Just_Observing  Read Replies (2) of 6021
 
NETA's Business portal targets Netscape

NETA is trying to tiptoe around Microsoft with such a directed thrust at Microsoft's main rival. But I don't think that MSFT will welcome NETA into the portal business especially if NETA has a unique advantage, i.e., tuning up your PC. If NETA's business begins to take off, I would guess that MSFT will offer a similar service on its portal, probably with a competitor.

IMHO, I think Larson is taking a major gamble. He risks alienating the retail channel (high probability) and MSFT (mid-level probability). The payoff can be huge, though. This is just my opinion.
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