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Technology Stocks : Network Associates (NET)

NET 167.30

-8.3%

3:04 PM EST

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To: Joanna Tsang who wrote (2365)	4/9/1998 2:55:00 PM
From: Cyclops	Read Replies (1) of 6021

Weird Side Performances NETA is moving sideward almost weirdly like a sand crab on the beach. Poor Solly run away from Dr. Solomon's whipping and rebounds 3 1/2. NETA will announce earnings the same day as Peoplesoft and the day before Microsoft. At Yahoo, an everyone says NETA gave NETG very generous severance packages. I think that was part of the agreement with the takeover. NETA employees make only 40% of what NETG employees make according to one engineer. No wonder NETA is doing slash and burn at Herndon, Va., Beaverton, Or. and New Hampshire. It makes me feel that Larson just wanted the package. According to NETG employees, the sniffer is the best on the market and is a result of ten years of perfection. However, one huge drawback. Sniffer runs on DOS. NETG failed to convert to Window NT three years ago. That is the reason for NETG contract with "wheel" which will be cancelled by Cisco. Larson has one big hurdle and that is to convert Sniffer to NT. One of the recent acquisition will help with the conversion. Let's pray that Peoplesoft and NETA both have good earnings on a up market.

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