Network Associates (NET) Message Board

STOCKTALK

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 : Network Associates (NET)

NET 200.37

-1.8%

1:51 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Alexander Hardin who wrote (4176)	2/5/1999 8:49:00 AM
From: bill small	Read Replies (2) of 6021

Hi Alexander, we meet again on a new thread. NETA is good value at current price IMO. I have owned NETA since they bought Trusted Info Systems and believe in their approach to capture market dominance in their niche. They have the lead and should see growth for years to come. My observation--- their greatest assest is CEO Larson's vision; their greatest liability is Larson's arrogance/aggressiveness. In this respect NETA reminds me of Oracle, where Ellison is much like Larson in style BUT has Ray Lane, an exceptional operating manager, running the company. I really hope someday Larson sees the Oracle model and concludes he needs to back off as operating manager while keeping his vision role. Find a Ray Lane type. best of luck.......Bill

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next