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Technology Stocks : Network Associates (NET) -- Ignore unavailable to you. Want to Upgrade?

To: Martin A. Haas, Jr. who wrote (2044)	2/27/1998 11:42:00 AM
From: Wigglesworth	Respond to of 6021

<<Wiggles, Wasn't management supposed to have some kind of meeting with analysts this week?>> Mar, Someone already posted that they met. Apparently, everyone involved kept mum for fear of being subpoenaed by Starr.

To: Martin A. Haas, Jr. who wrote (2044)	2/27/1998 11:59:00 AM
From: Chuzzlewit	Read Replies (1) \| Respond to of 6021

Martin, I believe they were meeting last week and the reports were that the analysts were extremely impressed with NETA's plans. There are several posts on the thread about those meetings. Regards, Paul

To: Martin A. Haas, Jr. who wrote (2044)	3/2/1998 1:34:00 AM
From: Wigglesworth	Read Replies (1) \| Respond to of 6021

Headline: Network Associates: Analyst Day Highlights (from Lehman 2/27) * Network Associates held its Analyst Day yesterday before a crowded audience. Tone very positive. Product integration of newly acquired companies is clear co. focus and synergies appear to be building. * Company eloborated on mission to be leading network security and management vendor for NT platform. Reiterated growth prospects for A/V market, help desk, and security. * Clear that NETA intends to leverage suite strategy to gain share on price basis. Suite strategy and aggressive pricing to be key selling point against competitors offering limited point solutions. Average deal sizes expected to grow through value-added extensions and cross-sell opportunities. * Service desk to be growth driver in FY98, security FY99, and enterprise in FY00. Windows NT 5.0 necessary in 2000, not in FY99. Investment in sales to continue-850 going to 900 in Q1. Enterprise sales growing from 15 to 40 as NETA will aggressively seek global contracts-major opportunity. * Believe NETA delivering on stated objectives. NetGen consolidation nearly complete and expect Trusted Information integration to be smooth based on mgmt track record, focus, and vision. Believe NETA making right moves to be major player in network security/management space. Reiterate 1-Buy and $90 price. BUSINESS DESCRIPTION: Network Associates is a leading developer of network security and management software.