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

To: Feliciano L. Rivera who wrote (4439)	3/21/1999 8:24:00 PM
From: AlienTech	Respond to of 6021

Who does the gartner group inferview? The CIO's? They are usually wrong. You need to go ask the people who are actually doing the work. Management might decide what products to buy, But the ultimate usage are the grunts. If I was managing the netowrks and security in a company, I dont want to go to 10 different companies. Heck I cant even get WIN98 to work properly, let alone after adding things to it. I want answers from one organization. NETA does have the right business plan, I am not sure their people plan's would make that possible, but given time they can make it work. A successful company is one that realises their failures and start fixing the problems. I did not write this, But it is scarey, now if they realised what the problems are and take active measures to fix them, in 6 months they will be back better than ever. In 2 years I think they will not have much off a competition. They still have the market share, They just need to get the products out without loosing their place. messages.yahoo.com@m2.yahoo.com ======================= Reply to suggestion that Bill Larson Rules by: ShortNETA 4878 of 4879 You say that BL made MCAF and NETA what NETA is. How true. His egomania and incredibly shortsighted approach to business have certainly made NETA what it is today. Now, it's true that I shouldn't use technical terms (egomania) when I'm not qualified to use them. But we can all agree that the man's got an immense ego. He doesn't seem to have a grasp of technology and so he believes that that understanding is unnecessary to make a successful high tech business. And so he makes mistakes from a technical point of view but isn't able to see that they're mistakes. Now, he's got a few product lines that bring in some good revenue streams. But, he's never going to be able to produce anything new because he doesn't understand what's necessary to do so, and he doesn't realize that he doesn't. All he's ever going to be able to do is identify companies that are strategic and then pay huge premiums for those companies. Then he'll take all the people from those companies that might be able to produce new product or actually integrate the product lines and he'll fire them or he'll abuse them until they quit. And he'll do this because he doesn't value their expertise. So, he's going to milk his current product lines and buy new ones and milk them. But, he's never going to be able to produce anything new or take any real advantage of any technological synergy between product lines. In 5 years NETA will be either a very minor player in the software market, or Bill Larson will have long since been replaced. Just two cents from one of the "whiners" and "losers" who left NetAss and is now happily creating new product for a company that understands what it takes to bring new product from the drawing board to the market.

To: Feliciano L. Rivera who wrote (4439)	3/21/1999 8:35:00 PM
From: Chuzzlewit	Read Replies (2) \| Respond to of 6021

Feliciano, you had me agreeing with you right up until the last sentence when you said C'mon...it looks as though the BBQ is starting for NETA. The implication is clear enough, but what evidence do you have to support your claim? From what I can gather integration was and is the goal. But difficulties will inevitably arise. I am not disputing what you said, and by way of disclaimer let me point out that I am not a technological genius. In fact, I believe putting new beads on my abacus constitutes a hardware upgrade. So I rely on people with better understanding than I have for insights. What specifically leads you to believe that NETA's products are inferior and what specific products are preferred in the corporate space? Edwarda pointed out that a continuing fear is the smooth integration of acquired companies into a whole. In fact, for any number of companies, the record is pretty dismal on that account. Is this part of the problem to which you are refer? TTFN, CTC