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Technology Stocks : Cybermedia (CYBR)
CYBR 502.71+0.1%3:28 PM EST

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To: Observer who wrote (196)12/11/1997 3:39:00 PM
From: Jesse Livermore   of 306
 
Hi again Cybermedia guys (see post 183),
I am sorry to see the stock price drop because I hate to see people lose money. As you know I am a QDEK guy so take what I say with a grain of salt. Your position is not as bad as QDEK when it was 39 and in the way of Microsoft and its free browsers, servers, white boards, net phone, authoring tools, and Windows 95 memory manager. Add to that the general collapse of memory prices which killed QEMM 97 sales, and you see it was cut throat competition and market conditions that killed QDEK more than acquisition overhead.

The lesson for CYBR is competition. QDEK has TuneUP supported by Microsoft referrals and an InfoWorld rating = to OilChange. RealHelp looks like a megahit to me. It will hurt First Aid. CleanSweep Deluxe reviews are tops in the field and Symantec's uninstaller is out. Nuts and Bolts and Norton continue to do well. Your sales are going to be tough to keep up. I hope your new product line is successful but I would be cautious.

I advised a sell at the rebound to 20 and that is looking good. Why not hedge your CyberMedia bets by going long QDEK? It is cheap insurance and you don't have to sell or go short CYBR. In any event, sorry for the intrusion. Good luck and Happy Holidays.

Jesse
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