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Technology Stocks : Network Associates (NET)
NET 232.87+3.1%Nov 7 9:30 AM EST

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To: Edwarda who wrote (5650)8/10/1999 7:08:00 PM
From: Elephant  Read Replies (5) of 6021
 
Should Susan, Alien Tech, Chuzzlewit, and others as well as I take this comment personally?

I would like to challenge all of the long term followers of this stock to take 1/2 hour and compose their best effort analysis of the company, where it has been, where it is now, and where is is going. Those who have only been here 6 months don't know the company like we do, so let's give them something to think about. We could also use their new perspective, unbiased by previous experience with the company. Focus on risks, core competencies, strengths, weaknesses, opportunities being addressed/missed, and so on. Also, try to figure out a revenue/profit model for the next 6 quarters, and state your assumptions. Once we are done with this exercise, we can try to place the company in the context of the rest of the market, and figure out our collective opinion of its value.

- E
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