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Technology Stocks : McAfee - network mgmt and security software

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To: Tim Robbins who wrote (8)6/27/1996 2:04:00 AM
From: Michael Burry   of 66
 
Regarding the MSFT deal, I can't help but agree with you that
this is a huge positive. My brother works in network security
and did not seem impressed. I have to think the complete
retracement of yesterday's gains are due to the market itself.
In an up market, a move like yesterday's would have spawned a
stronger move today. How well followed is MCAF? I usually
follow little-known companies; MCAF is well known. Also,
the institutional sponsorship according to Zacks is only
around 24%. This stock paints a confusing picture. I wonder
if the announcement was before or after the close?
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