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Technology Stocks : Network Associates (NET)
NET 186.26-2.7%Nov 21 9:30 AM EST

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To: Chuzzlewit who wrote (4336)3/18/1999 8:58:00 PM
From: Edwarda  Read Replies (1) of 6021
 
Chuzz, as always, thank you for the voice of sweet reason. A sensible stance that does not waste its time looking for the "evil forces," aka, the boogeyman in the closet, is always appreciated.

Having said this, I am perplexed a bit. The downgrade appeared in the morning--no problem there; It has to do with timing and the mechanics of firsr Call. The text on First Call, which is a source for institutions, did not appear unti the afternoon. Now this is typical of Robbie Stephens's sloppiness.

However, it does raise some issues. If the major third-party vendors--EDS, Ernst, Cap Gemini, et al.--say that they are not seeing a difference in demand, we have to wonder and to question.

Is there anyone on this thread with anything tangible?
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