SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : NetManage is going through the roof!

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Slacker who wrote (47)10/14/1996 10:39:00 AM
From: jim A   of 54
 
Slacker,
Fundamentally, the co. is probably in the best situation
of most intranet.interent co.s and competitors.
Why?
1. Great products that have mostly been introduced
in the last Q.
2. 0 debt and nearly $4 in cash and assets.
3. In an exploding intranet market.
4. Cutting edge technology.
5. Alliances with MSFT, ASND, ATT, HP.
6. Potentail takeover candidate

The downs.
1. Very competative area (NSCP, MSFT, ORCL, SUNW)
2. MArket perception is that it has stopped growing and
thus big $$ are out at present.
3. Q3 likely to be poor, but Q$ and 97 could be back to 25-30 growth.

A good buy long term but wait for earnings on Frid. 18 (before markets open)
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext