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   Technology StocksMcaffee Associates


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To: Tim Robbins who wrote (11)8/11/1996 9:23:00 AM
From: Ran Kivetz
   of 23
 
I tend to agree with you that the Vycor acquisition was a good deal. They bought a good help desk vendor for only $9M. On the other hand, Astea, bought Bendata for approximately $36M!!! According to the IT research company, Gartner Group, Vycor was in 1995 better positioned than Bendata (Gartner maps help desk vendors on a two-dimensional matrix: "Ability-to-Execute" and "Completeness-of-Vision"). Vycor was ahead of Bendata on both dimensions. Seems like McAfee made a good purchase, while Astea might have paid too much. I wonder if this doesn't explain some of the Astea "meltdown."

Anyhow, what bothers me about McAfee's prospects in the help desk industry is mainly two facts:

A. They are specifically targeting internal help desks (MIS departments), thus leaving the entire CIS (Customer Interaction Software) arena to Vantive and the like. The CIS market is larger and faster growing than the internal help desk one.

B. In a war between Remedy and McAfee, Remedy has more to lose (Remedy's sole business is the management software applications, while McAfee derives the bulk of its revenues from Anti-Virus, electronic software distribution, and asset management tools). Hence, Remedy will fight harder. Is McAfee really dedicated to the management software applications?

P.S. It is true of course that McAfee has an advantage in integrating technology abundant asset management tools with help desk software.

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To: Jay Baca who wrote (2)8/15/1996 6:46:00 PM
From: Sylvain Carriere
   of 23
 
I would like to have the lattest version oof your anti-virus scan.
I am a new surfer, i am just beginning. You are the first
i try communicating so i assume you are going to give me a response
in my email box (i hope).
I heard that i can download the program from the web.
How shall i do this ???

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To: Ran Kivetz who wrote (12)8/26/1996 9:52:00 PM
From: Whoomi Tellalie
   of 23
 
Ran, buddy, so what's your take on all the recent insider selling at McAfee? Today's San Jose Mercury news listed a whole lot of executives who had recently dumped MCAF.

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To: Whoomi Tellalie who wrote (14)8/27/1996 11:32:00 AM
From: Tim Robbins
   of 23
 
I have been following this all year and it doesn't bother me at all. With the run up in the price of MCAF stock, about $100 in the last 12 months, the execs have A LOT of available money from their stock options. They typically only have a small window of time within each quarter to sell. If I was them, I'd be selling too!

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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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