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

To: Drake who wrote (3288)	9/19/1998 9:45:00 AM
From: mrknowitall	Read Replies (2) \| Respond to of 6021

Drake - If I understand your question, yes, the "network watching" products are different enough to allow one to be sure of which one is "involved" in discovering or working on a network problem. There are enough flavors of problems and enough different topologies to a network that there is even specialization among the technicians that work on them. I.e., there are people who work on the WAN "side" of things who have little or no involvement with LAN's. There are companies that have large enough networks to even have specialists who do nothing but work on router configurations and addressing issues. The networking business has spawned hundreds of tools. There is even freeware and shareware out there. It is possible that NETA has purchased "best of breed" in many of the products, but I submit there is at least some level of marketing spin working here as there is with all software companies. NETA has some major product advantages they can continue to capitalize on while they progress toward integration and commonality, so from and investor standpoint, as long as the orders keep coming in for the core products and re-subscriptions, they can devote some resources to the all-encompassing suite idea (which will work for some customers). JMO Mr. K.