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


To: Chuzzlewit who wrote (3393)10/19/1998 8:33:00 PM
From: michael modeme  Read Replies (1) | Respond to of 6021
 
Remember that NETA has but 1.4% the market cap of MSFT. Still a good growth, mid-cap company.



To: Chuzzlewit who wrote (3393)10/19/1998 11:50:00 PM
From: chirodoc  Respond to of 6021
 
we agree chuzzle
msft is getting into
a lot of niches
they can't dominate all of them

network security means protecting
all types of machines
pc's, unix, mainframes
someone needs to specialize in this area

last year i bailed out of SDTI
and moved into NETA
they have the breadth of products
and the aggressive management
to move to the next level
of being, as you say, the gorilla

this will be a story of acquisition
rest
acquisition
rest
hopefully they will choose wisely

so far there is no serious competition

curtis