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

To: SIer formerly known as Joe B. who wrote (5130)	4/21/1999 12:33:00 PM
From: Brendon Woirhaye	Respond to of 6021

Remember what happened to CYBR when they stuffed the channel and it caught up. Same thing happened with Symantec in '95, they stuffed the channel with all the new Win 95 product, which produced a great 3rd quarter (stock up at 34 or 35) and then impacted sales for the next year (stock dropped to under 10). Stuffing the channel is a nasty way to make your quarter look good. You've already recorded the sales, so you're basically in debt to the channel, who won't buy new product until it uses up what it's got. Plus, you lose the trust of the analysts. I'm unsure if I should sell my NETA holding at a huge loss now, I was feeling that it was risky to hold at 15.

To: SIer formerly known as Joe B. who wrote (5130)	4/21/1999 12:34:00 PM
From: AlienTech	Read Replies (1) \| Respond to of 6021

Security Will Improve The security market is set to grow, despite recent revenue slowdown because of a diversion of IT budgets toward last-minute Y2K spending. Preliminary findings from a soon-to- be published Datamonitor report, Internet and Network Security, reveal the 1998 European market reached around $640 million (£400 million) and is expected to rise to $2.25 billion (£1.45 billion) by 2001. techweb.com