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Technology Stocks : Network Associates (NET)
NET 204.35+3.6%12:31 PM EST
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To: Just_Observing who wrote (5213)4/30/1999 11:16:00 AM
From: AlienTech  Read Replies (1) of 6021
 
>>The guidance from NETA does not make compute.<<

I listned to the conference call and it was all very vague. No guidance at all. Someone asked how much renewals were available and the answer was, That is only valid for the MCAF stuff every 2 years and is like under 40 million or so. Not shipping anything new to the channels which are now 60% of revenues. So loose 140 mil right there. With no sales anywhere else?

So you are right. I think they are expecting to loose some large deals in the pipeline. ofcourse the retail customers are not important. We have heard this many many times from the top on down. So dont expect any revenues from there. But corporates expect working products.

And like this guys says..

>>>

I have been following this board for a while, sitting in the wings and just doing some very interesting reading; however, this is one issue that really gets me fried. I am a stock holder, but to insure that my computer was protected from CIH, I switched to Nortons because of the ease with which you can update and down load information. My personal opinion is that NETA is no longer in terested or focused on the home user but has directed their attention toward corporate use. As a result, you can probably expect as much assistance as I got by attempting to use their online help...i.e. a "recorded" or standard message that wasn't worth shit!
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