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Technology Stocks : Mcaffee Associates

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To: Kristina Setzekorn who wrote (7)11/30/1995 11:44:00 AM
From: MSPutnam   of 23
 
Kristina, for what it's worth I jumped in and then out of McAfee during the WSJ bounce. I don't have anything negative on the company, but I am concerned that their net security product may be a niche item that could be reproducible by the big players in the browser market. If Java applets catch on, I expect MSFT, Netscape, et al to build virus screens into their software. I suppose it's conceivable that MCAF is so far ahead of the others on this score that they will have to license MCAF code, but that seems unlikely.
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