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

To: Chuzzlewit who wrote (2109)	3/13/1998 5:24:00 PM
From: jeetu bhai	Respond to of 6021

Any comments on the stock activity the last few days. It opens high, goes higher and ends significantly lower that it's high. The last time I saw this happening to Atmel it lost 20 points in a short while. Could this be dumping or just a huge number of weak hands?

To: Chuzzlewit who wrote (2109)	3/16/1998 8:53:00 AM
From: Bulldozer	Respond to of 6021

Paul, the gross margins are fine but they have nothing to do with the firewall commodity business (TISX) and there certainly is no question the virus and network analysis markets are good ones - but not great ones. They are an entry point to the corporation and Larson has stated he will use this to cross-sell. I know very well how fragmented this market is and believe in a few years, there will be less than a handful of larger companies offering end-to-end solutions. NETA has a good chance of being one of those. But they need a greater presence in the PKI (public key infrastructure) market - one that PGP is helping with - to be a major player in the future. Bulldozer