SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Network Associates (NET)
NET 213.380.0%2:56 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Elephant who wrote (5692)8/17/1999 2:36:00 PM
From: deeno  Read Replies (1) of 6021
 
"So far this year, NETA has not
been killing CHKP or ISSX. For people to have confidence in this stock, they need to
see NETA winning at CHKP and ISSX's expense."

SO what your saying is that they arent competing well.

"2) re-gaining the perception of being a lean, financially-disciplined company. It used to
be perceived this way, but obviously not since January of this year. What would I look
for? DSO's back down below 60 days. G&A down below 7%, R&D slowly growing, net
margins in the low 40%'s."

They have both a financial housecleaning to do as well as get over past problems with their accounting.

"3) Many agreements in place to have partners like Cisco use the products, or manage
to the products' standards, or stuff like that."

Need to (hopefully) close some big contracts to get on track.

"4) Profits at $1.80/share or more"

Profitably

"6) New product announcements that create new categories, rather than just new
versions or "internet enabled versions" of existing products."

With some new products that everyone will want.

" It wouldn't hurt to put in place an overlying
management scheme that would do for security and network analysis what Tivoli or
Unicenter have done for sysadmin. "

With a little better management team.

Yep sounds like a $90 stock to me ;^D
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News