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Technology Stocks : Network Associates (NET)
NET 184.170.0%Jan 16 9:30 AM EST
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To: AlienTech who wrote (5722)8/24/1999 2:21:00 PM
From: Chuzzlewit  Read Replies (2) of 6021
 
Alien, the lack of real news and company guidance is why I feel that Edwarda was especially brave in hazarding predictions about earnings. I would expect that the fact that all sorts of companies are getting into the network security field indicates that the field is vibrant. (Citrix had a press announcement about this today in connection with its ICA). Yet NETA books only $25MM in revenues in Q2 and has only a slight reduction in A/Rs. I'm no techno-geek, but that begins to tell me that the customer base perceives problems with NETA's technology.

TTFN,
CTC
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