Silicon Investor (SI) -- The First Internet Community

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) -- Ignore unavailable to you. Want to Upgrade?

To: deeno who wrote (5436)	7/1/1999 10:12:00 PM
From: David O'Berry	Read Replies (1) \| Respond to of 6021

Management is not very good in my opinion but the products story does not lie. If you are not familiar with the product then please do some homework. The product can probably succeed even with the bad management. This is all my own personal opinion, David

To: deeno who wrote (5436)	7/2/1999 8:46:00 AM
From: Edwarda	Respond to of 6021

Sales? what sales are you using? the expected 20 million this quarter multiplied by 4? I am not a "bull" on NETA, but I do feel it is worthwhile to remind you that the June quarter's ~$20 million is entirely services revenue; the company shipped no product into the channel. I do agree that we shall need to see some real product revenue flow before we can gauge properly what the real tone of business is. One bit of good news, though, is that the product choking the channel in the first quarter is not obsolete and being slammed back to the company. It looks like the kind of channel clearing that Novell had to undergo a while back.