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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: Ottoman who wrote (5481)7/14/1999 1:42:00 PM
From: MoonFather  Read Replies (1) of 6021
 
CMGI?

I don't see the synergy.

My 5 cents:

CA: probably would love to buy, but can they do it so soon after the Platinum takeover (financially I mean)?
MSFT: could use all the security stuff, but haven't really indicated to seriously want toplay the security market. $$$ no problem
CSCO: Would be logical to me, enough $$$, lots of synergy product wise
IBM: just stepped out of AV market, they might regret that and want to come back in as #1. Management products of NETA probably even more interesting for Big Blue. $$$ no problem
INTC: wanted to be security player, but never acted on it. small chance.
Novell: no way. NETA hardly does anything for them.

What is more likely: cash or stock swap?
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