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   Technology StocksMcaffee Associates


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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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To: Ran Kivetz who wrote (12)8/26/1996 9:52:00 PM
From: Whoomi Tellalie
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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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