“Unfortunately, disappointing earnings have been a pattern for Magic Software in recent weeks. This is the fourth time in the last six months in which we have reduced our earnings-per-share estimates for the company.”
“For more sophisticated users, it's a small price to pay to get security that you know works from a vendor who has been doing it for 15 to 20 years. It's a different ball game for Microsoft who is not known for security.”
“Symantec has fantastic brand awareness. Norton users won't be easily dislodged, ... We won't see a dramatic shift when Microsoft enters the business.”
“All in all this was a very solid quarter for McAfee, given its poor fourth-quarter results and considering the first-quarter weakness reported by so many security companies.”
