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


To: Edwarda who wrote (3548)11/15/1998 3:28:00 PM
From: mrknowitall  Read Replies (1) | Respond to of 6021
 
Edwarda - been out of NETA for a while and still waiting for the next inevitable dip; agree NETA is huge amounts of hype and without acquisitions they'll have to prove performance out of what has looked like constant turmoil and possible "advantageous" accounting situations.

<<OT>> More toro more toro (the really good stuff without the bands of fat)! Had giant scallops last night too!!!

Mr. K.



To: Edwarda who wrote (3548)11/16/1998 4:27:00 AM
From: MoonFather  Read Replies (2) | Respond to of 6021
 
>>>the company's technology, which is inferior for the most part. This is--or should be--known and understood.

Could you elaborate on this?
I am asking cause I don't understand the bad image NAI's software has. Every so many months someone stands up and tramples on the NAI software quality (Rod McPherson are you still there?) but what I see is that there is not one single vendor in NAIs market that offers something superior. If you break it down to the 4 core components and look at their main competition:
AV soft: symantec only remaining competition. Maybe they have something as good as NAI, but no way can you call it better.
fiewall: Checkpoint clear leader in marketshare, but the Gauntlet firewall has the reputation of being the most secure product.
network analysis: Sniffer. I rest my case.
helpdesk: Remedy still #1, but NAI has announced a new helpdesk called merlin that will --according to them-- redefine the market.

So from where comes the assumption that their software is so bad? Just curious.