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   Technology StocksMcaffee 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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To: Ran Kivetz who wrote (16)8/28/1996 4:53:00 PM
From: Michelle Aumack
   of 23
 
Ran-
The beta version of MSM 6.01 is scheduled to be posted on our FTP sites (accessible via www.mcafee.com) on Thursday Aug 29. New features include NT 40 support, integration with HP Openview and the ability to seamlessly administrate NetShield NT from the MSM console.

Free evaluation (fully functional, no time out) versions of shipping product are also always available via FTP, BBS.

It can be a lot to download particularly with a PPP connection, so if you wish, send me a mailing address at Michelle_Aumack@cc.mcafee.com
and I can have a beta cd sent to you.

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To: Michelle Aumack who wrote (17)8/29/1996 4:26:00 AM
From: Ran Kivetz
   of 23
 
Michelle,

Thank you very much. I will contact you via E-mail. Ran.

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To: Ran Kivetz who wrote (16)9/1/1996 3:37:00 PM
From: Michael Burry
   of 23
 
Doubts re: product integration and concerns over insider selling
and stock valuations fundamentally back up the technical picture on the chart. A head and shoulders formation is in place, with the neck at 58.5. A close below 58.5 and the next stop is 51-52. Long term trend is up but I got out at 64.5 kind of by accident and am glad I
did. Long term hold. Short term hold. Short term sell if it falls
below 58.5. With this stock, I'm always looking for a re-entry point,
though.

Michael Burry

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To: Michael Burry who wrote (19)9/2/1996 9:12:00 PM
From: Tim Robbins
   of 23
 
With the run up in the this stock over the past 12 months, you should not be worried about insider trading. In publicly traded companies, the executives usually only have a short period time each month that they are permitted to sell. The execs here have the opprortunity to cash out millions of dollars and diversify their holdings. Wouldn't you?

As far as product integration, McAfee has proven themselves to be very good at quickly integrating products. With the consecutive quarters of 20%+ growth and a 45% profit margin, this stock easily deserves a 40 P/E, which makes this at least a $65 stock.

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To: MSPutnam who wrote (1)4/21/1997 7:29:00 PM
From: AlienTech
   of 23
 
Well how long do you have to be in this business to be a long term player? Mcafee has repotred 32 quarters of growth with current
earning 4 cents over the estimate and growing fast. I woudnt bet the
house on any company including intel or microsoft but holding a small
stake in a bunch of growing companies with good prospects makes sence..

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To: Jay Baca who wrote ()5/15/1997 2:48:00 PM
From: Leman
   of 23
 
Some are interested in QDEK at this time the price is 2 3/8. Some think it
would be a good buy for Symantec as they can take some good products and stop
some competition. Likewise, McAfee and CyberMedia (although I don't know
Cyber's cash position) would benefit from QDEK.

If this stock goes in play the price will first jump without news. With 100 million sales
and 25 million debt who knows what a good bid would be? I would play it as a
takeover speculation at this time.

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To: Leman who wrote (22)5/17/1997 3:07:00 AM
From: AlienTech
   of 23
 
Sounds intresting. I heard rumors about an year ago about taking over a company like qdek when mcafee was doing their internet related stuff but since thats all done and over with I am not sure they would be intrested anymore. The earnings outlook looks good for qdek with a few nifty products. If any of the products can me matched to mcafee's current products I think mcafee would be seriously considering buying qdek at this point. Now that I think about it I think I might just take out a few calls on qdek :)

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