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Technology Stocks : Network Associates (NET)

NET 202.29

-0.2%

Dec 26 3:59 PM EST

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To: Matthew Scott Davis who wrote (1886)	1/14/1998 6:14:00 PM
From: Joanna Tsang	Read Replies (2) of 6021

Matt, My understanding from the last stockholder's meeting is that they are "comfortable" with the 4Q estimates. Historically coming out of Billy Boy, it means he's beaten the analyst earnings. Heck, he was even reassuring people at that meeting that they are aware of the image that they have in the past and this quarter is no different from the others. And according to relatively recent press, the Asian market does NOT affect their earnings that much. He better be right!!! :-) AlienTech? Anyone else? (Besides Rod, of course. We all know what he thinks...) Cheers, Joanna

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