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Technology Stocks : NetManage [NASDAQ: NETM]: Rebirth of a Pioneer

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To: Munificent Gnome who wrote (2)12/14/1999 11:17:00 PM
From: heartstreet.com  Read Replies (1) of 18
 
Hi,

I am new to Silicon Investor.

I created this new thread because I noticed that it is common practice to do so when a business changes its focus. IATV has 2 threads. QCOM has more than 2 threads. AAPL has more than 2 threads. Etc.

The idea is: If their business is changing, why not start a new thread that will invite everyone to discuss their new focus.

Now, why do I like NetManage?

I like NetManage because they bought $2B in assets for less than $100M.
I like NetManage because they are obviously undervalued.
I like NetManage because any business that fought Microsoft and survived is bound to come back. Check Novell, Apple, Borland (now Inprise), Sun Microsystems, etc.
I like NetManage because I anticipate they will grow their revenue at a 50% rate for the next 3 years.

Thank you for your nice words. Indeed, I selected 11 stocks this year, 8 went up more than a 100%, 2 went up more than 50%, and 1 went up more than a 100% before to suddenly fall. (I mean TARO. I am still trying to understand what is happening to this one.)

Sincerely,

Warren@HeartStreet.com
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