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Strategies & Market Trends : Three Amigos Stock Thread

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To: Carole who wrote (5084)	5/23/1998 3:37:00 PM
From: Phil Jacobson	of 29382

Carole, Network security could be a good play. Glad Clinton's doing something for me for a change! I've got some NETA, a good company that's been getting clobbered in this tech tailspin (formerly McAfee Associates). I consider NETA a core holding and will only add, not subtract unless there's a real debacle, like what's unfairly happening to my ex-shares of long term holding LOR. Software stocks got totally whacked last week, who knows why - could be collateral damage from MSFT? I think there's a lot of undervalued companies left in the wake of what happened. One of my favorites, Saville Systems was in a trading range around $50 a couple weeks ago and is now at $39 for no apparent reason. I just verified there's nothing obvious that went wrong so I'm buying more. As for network security stocks...if the recent large downturn is over and people are ready to cycle back in (questionable) the Clinton speech could add fuel to any cyclical rebound. Some good bargains (well, bargains compared to recent highs) appear to be out there right now. NETA - see above. #1 in biz. Will split 3/2 end of next week. Using my "can't miss" crystal ball I predict it will either rebound next week or continue on a bobsled run to oblivion... SYMC is #2, also good, just did a deal with IBM. Also recently clobbered. SCUR - mentioned as a takeover candidate. Wouldn't count on it. CYBG - another potential takeover SOLLY - far below recent highs. CHKPF - is in process of finishing an involuntary 2/1 stock split (half the price without getting more shares). Phil

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