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


To: Chuzzlewit who wrote (2313)4/3/1998 6:40:00 PM
From: Bulldozer  Respond to of 6021
 
SDTI's warning has absolutely nothing to do with NETA. Management states (and I am not following them blindly, but it is a common factor)that deals were pushed out and some customers held off due to the coming release of the SecurSight package suite.

ONE analyst cited the "maturity" of the RSA sales force as a possible factor. RSA increased their salesforce by 25% in Q41997 and the analyst was simply referring to the time it takes to get up to speed and sell the products. BTW, the following info is good news for RSA and PGP -
news.com

Despite what many people think, there is little real competition between these two companies except for PGP (3% of NETA revs).

Bulldozer