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Technology Stocks : Network Associates (NET)
NET 200.93-1.6%Dec 5 9:30 AM EST
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To: The Rancher who wrote (4182)2/5/1999 7:45:00 PM
From: Charlie Smith   of 6021
 
Rancher:

Great work! A couple additional questions:

1. When did management release the deferred revenue, other balance sheet and segment (Sniffer) items you quoted for Q4? Was it during the Jan 6 conf. call? URL?

2. Can you elaborate on "Same deal with subsequent acquisitions."? IMO, the street is actually quite pleased with the NETG deal. It's the later ones that have people concerned.

Thanks,

Charlie
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