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Technology Stocks : Mcaffee Associates

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To: Whoomi Tellalie who wrote (14)8/28/1996 8:06:00 AM
From: Ran Kivetz   of 23
Whoomi, (and Tim)

I tend to agree with Tim. And as you probably saw the stock did not take a hit after the executives sold their options. If more execs. dump the stock I would start getting worried.

Still, I do have my doubts about McAfee. The note you posted on another thread raises some good questions regarding their ability to integrate all their acquisitions into a cohesive product strategy. And, the stock price is becoming quite high!

I wonder if their ambitious MSM (McAfee service Manager) strategy will pay off. MSM is supposed to be the comprehensive integration between their asset/network management systems and the Vycor help desk. I have been trying to get an evaluation software package, but until now have only succeeded in obtaining the old package, i.e., with the "old" LAN Support Center. Will let you know if I get the new pack and have interesting commentary on it.

I have doubts regarding the internal help desk growth potential. That is, Vantive and the like are not seeming to abstain from this market. Perhaps McAfee would be wise to try and go also for the external CIS market? Perhaps not.

Bye, Ran.
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