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Technology Stocks : Network Associates (NET)
NET 200.21+1.6%Nov 28 9:30 AM EST
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To: The Rancher who wrote (4169)2/4/1999 5:43:00 PM
From: Charlie Smith  Read Replies (2) of 6021
 
Rancher:

sometimes you need to take your head out of the numbers and look at business environment GOING FORWARD

I agree that in the long run it is strategy and execution which determines winners and losers. But in the institutional investment world, reliable numbers ARE A GIVEN. Most managers dismiss questionable accounting out of hand.

Talk of prospective "strategic advantages" can never overcome a perception that a company is fudging its numbers. I would argue that it is during precisely these times that you need to examine the numbers even more closely to determine if a company is accurately reflecting its results. Talk is cheap. Debacles such as Cendant and Oxford Health were expensive lessons for those who failed to do their homework.

Charlie
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