Network Associates (NET) Message Board

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Technology Stocks : Network Associates (NET)

NET 184.09

-0.1%

3:59 PM EST

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To: kendall harmon who wrote (4346)	3/18/1999 11:09:00 PM
From: AlienTech	Read Replies (1) of 6021

>>Summary and valuation. At its current price of $35.06, Network Associates is trading at a P/E of 16.4x our expected 1999 EPS estimate of $2.14 and at 4.0x expected 1999 revenues. Given our uncertainty about the current quarter, we are downgrading the stock to BUY. << A leading software company with a P/E of 16 and P/S of 4! So lets give strong buys to companies that have no earnings or visibility past next week. At 50 Ebay was priced too high, At 400 its a strong buy based on growth and the future. So what happens if someone else just happens to throw in a wrench? Remember IBM.. What about motorolla, Apple.. Oh dont forget Boreland. Well how about Novel. All companies without competition and will propel the world into the next centuary. And on top if it all is SGI!

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