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Technology Stocks : Network Associates (NET)
NET 240.46+3.3%Nov 10 3:59 PM EST

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To: Elephant who wrote (5646)8/10/1999 1:10:00 PM
From: Conan  Read Replies (2) of 6021
 
Elephant:

Your analysis of expected revenue in the coming quarters is right on. They should make your numbers. They do not have to work too hard to beat diminished expectations as I've noted in earlier posts.

The big question is where will growth in 2000 come from? Not in AV if your analysis is correct. Not in firewall if your analysis is correct. Not in helpdesk or Sniffer tools either.

Conclusion: The CyberCop line must perform in order to keep the company going and to pump the stock price back up.

Conan
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