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

To: Lizzie Tudor who wrote (4745)	4/6/1999 6:59:00 PM
From: AlienTech	Respond to of 6021

>>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)<< True, but on another count, ERP sector also has a lot of competition and consolidation has not taken place, you can always go the lowest bidder and when the going gets rough, the companies slash prices just to sell and on top there was extra buyign to prepare for the Y2K issues. In the security sector if you look, a lot of the smaller companies are not there anymore. NT is still growing and who else besides neta has the NT security space? If Windows 2000 really takes off as people expect, I think neta will be there. I am not sure how to take the conference call, lots of potential for the future, but it sounded like they knew what was happening since they prepeared for the future... You dont go all out betting on the future without knowing what is in store, maybe they mis calculated and did not react just fast enough.