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

To: Mike V. who wrote (2358)	4/8/1998 4:28:00 PM
From: Terry Davis	Respond to of 6021

At this point, it's not clear to what extent the various development teams have been cut. Killing the 3DV products (if this is the case) makes absolutely no sense to me given that that's the direction of the market. The proactive stuff is where "network management" vendors can really differentiate themseves these days. As I recall, plugging all these point products into a common database was the end game. I find it hard to believe that they would kill these products (great software, great margins). As you point out, this where the growth is. They've also done a great job of extending the product line beyond Cisco. TD

To: Mike V. who wrote (2358)	4/8/1998 6:41:00 PM
From: RoseCross	Read Replies (1) \| Respond to of 6021

<< Another question to be addressed the issue of supporting the existing customer base for the SLM and PM products. If the engineers are gone who will answer the customer when problems are reported? >> Tech Support, silly. Since when did the folks that actually wrote the program start answering the customer's questions? (Unless you're in a start-up company, or wrote the program yourself) I'll bet that since these products are now being pushed as modules in a suite (NetTools), the level of support will match the other products, and probably won't be the system-engineer level support of the past, simply because of the growth in distribution of the product - there's no way that extended support of that particular module would be cost-effective.