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

To: Hectorite who wrote (4743)	4/6/1999 6:42:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 6021

re: Deals will take longer to close now. Unfortunately... that is the exact statement that was made by all the ERP CEOs when they miss their first qtr (psft, vntv, baan, jdec, manu etc) - and then the next qtr they fall into the abyss. The ERPs never had the "deals take a long time to close" problem in the mid-90s. (when the sector was hot)

To: Hectorite who wrote (4743)	4/6/1999 6:46:00 PM
From: Brian H.	Read Replies (1) \| Respond to of 6021

I agree as well with your thoughts. I also believe that with their new product line available this and coming quarters, they will do fine. An analyst here in Washington, D.C. thinks this is one of the cornerstone stocks you want to have in your portfolio for the coming years. They are the top in their line of business, and with internet security growing at large rates, so shall NETA. How long will it take? Who knows, but the internet certainly is not slowing down. We are in the infancy stages, and it will be many, many years before we near maturation (JMHO). Brian H.