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

To: Bulldozer who wrote (2145)	3/19/1998 3:46:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 6021

Bulldozer, I think you misunderstand what I've been trying to say. I don't disagree with any of your contentions. I'm simply pointing out that a company like TISX fits very neatly into Larson's concept of an integrated whole. What will ultimately please the street is earnings, and I think it will be some quarters away before we see the results of these mergers. Nevertheless, investors are viewing these moves positively. If you haven't done so, read Larsons statements regarding the reasons behind the TISX and NETG acquisitions. He very clearly lays out his strategy, and it is a much better explication than I could give. Regards, Paul

To: Bulldozer who wrote (2145)	3/19/1998 4:08:00 PM
From: Mike V.	Read Replies (1) \| Respond to of 6021

You guys are trying to analyze NETA by looking in a rear view mirror. Virus detection = commodity product Firewalls = commodity product Help desk = strong penetration of UNIX based solutions installed PGP products = strong growth potential Sniffer = minimal growth market Security intrusion detection = great growth potential However, NETA has an enormous problem with their CyberCop intrusion detection product. The core technology for CyberCop was licensed to Network General by the Wheel Group. The Wheel Group was purchased by Cisco in February 1998 for $120+ million. Now that the Wheel Group belongs to Cisco, and it has been Cisco's strategy not to license intellectual property, how will NETA be able take advantage of future product enhancements by the Wheel Group? More importantly, with the strategic control that Cisco has with their customers, for the first generation product do you think the customer will buy the same product from NETA or Cisco? Let's try to deal with what we know not what we think. The value of an opinion is directly related to what you pay for it.

To: Bulldozer who wrote (2145)	3/19/1998 5:13:00 PM
From: Terry Davis	Read Replies (1) \| Respond to of 6021

First of all, do a little market research. Anti-virus has been growing at a compound annual growth rate of over 54%. This is expected expected to continue through the year 2000, making it a $2.5B market. The firewall segment is growing at over 43% and is expected to reach $1B by 2000. The TIS acquisition also gets NETA patented VPN and Intrusion detection technologies; two other very fast growers. NETA already has encryption, authentication and network monitoring and analysis. What other "better segments" would you suggest? Not only will NETA now enjoy a leading position in the top two segments of the security market, but is now very well-positioned to capitalize on the other segments when they explode. VPN-alone is expected to be a multi-billion market over the next few years. Cheers, Terry