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   Technology StocksMcaffee Associates


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To: Jay Baca who started this subject11/9/1995 2:29:00 AM
From: MSPutnam
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McAfee has continued to do well lately, together with other companies carrying the "internet" tag. The question is whether the functions performed by McAfee software can readily be replicated by larger players. McAfee is a very young company with a very short track record. I wouldn't bet the house.

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To: MSPutnam who wrote (1)11/9/1995 8:33:00 PM
From: Jay Baca
   of 23
 
McAfee is the leading vendor of network security and management products. IDC reports McAfee has 76% of the anti-virus market. A big online software distribution lets users try before they buy and recently they came to the rescue when Windows 95
was having problems. Also a quarterly earnings increase of 143% doesn't hurt. : )

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To: Jay Baca who wrote (2)11/11/1995 8:57:00 PM
From: olduser
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Didn't they recently announce an anti-virus program that detects viruses before you down load them from the internet and prevents it from getting into your system. This is a first in the field since all other programs detect virus's after it has already been downloaded into your system. It seems that large corporations will be very quick to adopt McAffy's software since they have a lot more at stake and a lot more to protect.
I believe McAffee will do well in the next few months.

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From: Jay Baca11/13/1995 8:29:00 PM
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Sanjai: You are correct sir!! WSJ had a small article, but that was about all I've heard. MCAF has reached a new high. Still might be a good buy!! I think people are paranoid about the internet. Viruses were one thing when you only had a stand-alone computer, but with the net it's a different story!
Would you go to an orgy without condoms??? : )

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To: Jay Baca who wrote (4)11/14/1995 12:26:00 AM
From: olduser
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Jay,
Either you or someone can please post the primary product(s) of MCAF.
It seems they are not a well know company. From what I understand
they compete against the likes of Symantec for virus scanning
software.
Appreciate your comments and insights.
Regards,
Sanjai

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From: Jay Baca11/20/1995 9:37:00 PM
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I don't know much about MCAF - anitivirus and network security management market.
Zack's estimates 4Q earnings at .35 over .15 last year. Over a 100% increase!
Sorry about the late reply Sanjai, I'm a goverment worker and haven't been on the web
(on the job) for a week.

J

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To: Jay Baca who wrote (6)11/26/1995 12:37:00 PM
From: Kristina Setzekorn
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Jay,
Do you or anyone else have any opinions on whether MCAF will be headed back up any time soon? I haven't read anything about it since the WSJ talked about MCAF's software's ability to pre-screen for viruses before downloading. That was before it dropped about $10. Has anything happened or been printed since?

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To: Kristina Setzekorn who wrote (7)11/30/1995 11:44:00 AM
From: MSPutnam
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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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To: Tim Robbins who wrote (11)8/11/1996 9:23:00 AM
From: Ran Kivetz
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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
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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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