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Technology Stocks : Network Associates (NET) -- Ignore unavailable to you. Want to Upgrade?

To: AlienTech who wrote (5468)	7/13/1999 11:10:00 PM
From: Y-fall	Read Replies (1) \| Respond to of 6021

I'm surprised it's so quiet here! That's a good sign.... Joanne are you still with us?

To: AlienTech who wrote (5468)	7/14/1999 5:41:00 AM
From: Neil H	Read Replies (1) \| Respond to of 6021

Steve Harmon commentary: Network Associates (NASDAQ:NETA - news) popped 22% to $19.50 since July 16, with most of its moves coming July 13 on takeover rumors. NETA has been on my radar since the accounting foible last year which reduced its market cap more than in half. The part I liked about NETA was revenue and its footprint remained strong. Products over accountants so to speak. That translated into trading at a discount to its revenue and historical value--if it could get passed the stigma of bad accounting. With a large security software footprint and low relative valuation (based on revenue multiple, growth, products) I think NETA makes a good fit with a larger software concern, still. In particular, I think IBM makes a great hunter here.