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Technology Stocks : Network Associates (NET)
NET 184.170.0%Jan 16 9:30 AM EST

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To: chirodoc who wrote (3448)10/28/1998 9:16:00 AM
From: Martin A. Haas, Jr.  Read Replies (2) of 6021
 
Curtis, I agree with you about NETA being a possible powerhouse right behind MSFT. My only concern is the continuing acquisition strategy of this company and the affect it may have earnings. So far, Larson has been able to quell the noise of the skeptics. However, it would be a dark day for us if the skepticism became reality as it concerns the methods NETA uses in its accounting.

Like you, I jumped in a few weeks ago and had great success with CSCO and DELL as both went back up. When good companies such as these go down significantly in such a short time span, its hard not to be a buyer. However, I did the same with AMAT last year, and it kept going lower.

Regards,
Marty
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