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Technology Stocks : Network Associates (NET)
NET 199.58-0.5%3:59 PM EST
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To: Gary Leger who wrote (1861)1/10/1998 8:39:00 PM
From: Kashish King  Read Replies (3) of 6021
 
As the market becomes increasingly saturated you will see a compression of PEs in this space into the low 20's -- still above average. That translates to a 30% decline but keep in mind the stock will still be overvalued even and that level. It's not surprising that companies like SOLLY are making ground off the cheezy, low-tech offerings by MCAF. Worse yet, once you dump licenses by the hundreds of thousands onto the market, you create a vacuum for yourself down the road. They are already down that road and the vacuum is present, you can smell it -- not literally of course, you can't smell anything in a vacuum.

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