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Technology Stocks : McAfee - network mgmt and security software

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To: Philip H. Lee who wrote ()	5/17/1996 8:41:00 PM
From: Philip H. Lee	of 66

Earnings estimates and MCAF comments: Source: Nelson's Institutional Research Headlines- Alex Brown report dated 4/23. Analyst Mary A. McCaffrey. Headline: "Solid 1Q results" Rating: "Strong Buy" fy96 eps - 1.70 (nelson consensus = 1.64) fy97 eps - 2.20 (nelson consensus = 2.13) Source: McAfee 1995 Annual Report- Anti-Virus Market Share: 68% Network Mgmt: a market-leading 41% Electronic Software Downloads (looking at the bar chart) 1995Q1 - about 300,000 1995Q2 - about 400,000 1995Q3 - about 600,000 1995Q4 - about 1 Million "Our gross margins [on electronic downloads] have been over 90% as a result of no requirement for diskettes, software duplication, packaging, and physical distribution. What's more, because documentation is provided with each software download, McAfee saves the significant financial and environmental costs of print and shipping materials." An interesting fact: "New viruses are appearing at a rate of 100 per month - with a notable increase in their maliciousness." Any MCAF shareholders or customers out there? Comments? You can download the latest release of the industry-leading VirusScan from mcafee.com. Great product. Philip

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