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

To: Logain Ablar who wrote (3951)	1/6/1999 10:07:00 PM
From: AlienTech	Read Replies (1) \| Respond to of 6021

Timothy I really dont follow CHKPF, I know that when MSFT coughed it lost like 60% of its value in 2 days. I am trying to stay away from things like that. Although when it was in the 12-15 range I was looking real close, But then again who woulda thought it would go from 12 to 46 in 3 months?

To: Logain Ablar who wrote (3951)	1/7/1999 7:08:00 PM
From: Feliciano L. Rivera	Read Replies (1) \| Respond to of 6021

CHKPF is the leader in market share for Firwewall sales. Second is Raptor or Axent Technologies. A far third or fourth is NETA. Actually many Corporate that I have run into consider Gauntlet very'light' and prefer CHKPF or Raptor/Axent solution. As for CHKPF, they are trying to do a better job in communicating to analysts. It has been tough since the company is located in Mtn View and R&D in Israel.... Don't look for NETA to surpass CHKPF this year in market share. I sugeest you look toward the Gartner group report on Firewall security. They see Cisco, Sun and Lucent as the major players in the long run.... NETA is facing challenging times right now. Possibly bit more than they can chew with no integration of the products. MS pulled it off with not only marketing but R&D. We all now that R&D is NETA achilles heel ! I am selling short.......