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

To: Joanna Tsang who wrote (3333)	10/8/1998 10:10:00 AM
From: mrknowitall	Respond to of 6021

Joanna - I think the most revealing part of the article is this: "And CEO William Larson has feuded lately with bearish financial analysts who have downgraded his stock. As to the portal idea, the good news is that more people will see products - the bad news is, the retail channel partners are going to be up in arms when a significant number of unit sales shift to the site instead of the store. Mr. K. :(

To: Joanna Tsang who wrote (3333)	10/8/1998 11:07:00 AM
From: Just_Observing	Read Replies (2) \| Respond to of 6021

NETA's Business portal targets Netscape NETA is trying to tiptoe around Microsoft with such a directed thrust at Microsoft's main rival. But I don't think that MSFT will welcome NETA into the portal business especially if NETA has a unique advantage, i.e., tuning up your PC. If NETA's business begins to take off, I would guess that MSFT will offer a similar service on its portal, probably with a competitor. IMHO, I think Larson is taking a major gamble. He risks alienating the retail channel (high probability) and MSFT (mid-level probability). The payoff can be huge, though. This is just my opinion.