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

To: Just_Observing who wrote (4790)	4/7/1999 11:23:00 AM
From: Drake	Respond to of 6021

Just, if NETA is not going to get the business, who is? After all, network security, in the corporate world, IS a concern that has to be addressed, and who is more qualified to buy from than NETA? Again I say, from past experience, I would much rather deal with one company (for my security) than with several different companies. dc

To: Just_Observing who wrote (4790)	4/7/1999 4:36:00 PM
From: Chuzzlewit	Read Replies (3) \| Respond to of 6021

JO, tell me of software companies that are not getting slaughtered in this environment. PeopleSoft, SAP, Parametric, CA, SAP, ORCL ..., the list goes on and on. Citing the drop in market price as a reason for customers to abandon the product is just plain silly. Have you checked SYMC lately? The real questions in my mind are when the sector will rebound, and will NETA have all of the business pieces it needs going forward. Where do you see NETA's share of the corporate market diminishing? Do you have data in support of that? If so, who is gaining market share at NETA's expense? TTFN, CTC