Symantec Corp (SYMC)

Strongest player in sector. Long-term high demand for corporate IT support.

Windows 7 and a brand new set of vunerabilities to protect!

I've changed my mind---Symantec has cleaned up its act and is now poised to become THE internet security vendor for Windows 7.

I think their business model sucks, because I use AVG anti virus for free and I feel safe...may be appropriate for businesses who are willing to pay, but keeping an eye on it to tailcoat a couple of fund managers... not because of its value vs price but because of possible m&a activity and because of the increased 'cyber security' talks by mr prez and the speculation that comes with it, especially after recent DoS attacks

Symantec is a strong player in the software space. Lot's of smart people.

target 22

streetflame - http://caps.fool.com/player/streetflame.aspx

Symantec Corporation is well bound for earnings growth as data security (and storage) has become more of a priority for consumers, businesses, and countries. SYMC's past M&A has put pressure on their ROE and some of their operating margins, but I expect the synergies to pay off long term. In addition, I think they should be trading at about $20/share - nice margin of safety as of right now.

Best SW for protection, less travel and vacation, more internet browsing, and more viruses. Symantec is the one to own.

Security is no longer an option in regards to information techonology. This is a vital sector but SYMC isn't putting all it's eggs in this basket. It is also expanding to offer new and original services to consumers to bolster it's core business. It will recover to $20+ within 12 months.

Who's going to take them down?

The need for internet security and anti-virus products and services will not decline; the stock may actually act like a commodity in the near-term.

I work for Symantec and thus I know what we're doing as a company vs what the market perceives. And let me tell you, nothing justifies our price being in the low teens, so it is a steal right now. We will weather the downturn and come back strong as hell in 2010. I could see SYMC going on a tear in the 2010s like it did through the late 1990s.

One of the most hated brands in technology today. May be due for a short-term reversal, but long-term the P/E of 27.86 is inflated compared to the rest of the beaten down tech sector. This has further to fall in any sort of stagnation.

sells it

In the dog house in general. However, seems to be making a turn around in the enterprise market, and *might* be shifting it's consumer business in an effective fashion.

New versions across entire product line. Compelling new features. Benefits from weak US dollar with half of sales coming from abroad. Reasonably recession proof, with strong upside as the economy improves.

I predict that SYMC will have a major headcount change in the near future resulting in a significant operating expense reduction.

internet security