SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : McAfee - network mgmt and security software

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Philip H. Lee who wrote (5)5/20/1996 11:00:00 AM
From: Robert Horwitz   of 66
 
Phil,
We are long-time happy shareholders of MCAF. The estimates have been
raised by analysts after each of the the last 5 quarters. In the last
quarter, the company spent 500K-1Mil on discretionary promotion and
advertising which they easily could have forgone. They didn't want to
blow away the numbers by too much and raise expectations too much.
These guys are great at managing both their business and investor's
expectations.
I think their is still 10-15 cents of upside inthe numbers for 1996.
1997 is way too low for a company growing 10% per quarter sequentially.
Great products, lowest cost distribution system, dominant market position,
and terrific management. I like it.
Rob H.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext