Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Bulldozer who wrote (2156)	3/19/1998 5:55:00 PM
From: Mike V.	Read Replies (1) \| Respond to of 6021

At last, some real opinions, pro and con, let the cheerleading stop !!

To: Bulldozer who wrote (2156)	3/19/1998 6:14:00 PM
From: Terry Davis	Read Replies (1) \| Respond to of 6021

Yeah, but what are the higher growth areas that you eluded to? As far as the research goes, I have done it and am trying to present a balanced picture. You're absolutely right, average firewall pricing has taken a 50% nose dive over the past 12 to 18 months to around $6,000 (and pricing will continue to erode). But this isn't across the board. Advanced firewalls such as TIS' Gauntlet (and Check Point's Firewall-1) are still selling in the $15K range. These are the types of products that a major enterprises will implement and systems/solutions-oriented companies like NETA will push. Terry