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Technology Stocks : Network Associates (NET)
NET 202.39-0.1%Dec 26 9:30 AM EST
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To: puborectalis who wrote (1915)1/26/1998 2:15:00 AM
From: Chuzzlewit  Read Replies (1) of 6021
 
Stephen, my analysis indicates a "fair market value" for NETA at about $75. A $90 target (Lehman) seems pretty rich given the dilution of earnigns growth resulting from the merger, but time will tell. I think we'll have a much better grasp of what's going on at the end of this quarter.

I view momentum players as kind of a "noise", and so I tend to tune them out. Over the long run they don't make any difference, but they can sure make you nuts on a day to day basis.

Regards,

Paul
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