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Strategies & Market Trends : Dawg's Place -- Ignore unavailable to you. Want to Upgrade?

To: Don Pueblo who wrote (1401)	7/17/1999 10:03:00 AM
From: AlienTech	Respond to of 2751

>>Is that like a definite rumor, then? :> << ROFL!!!! I mean once its been posted, it is either already been acted upon or it is just not true. Kind of like the rumor that fish tastes like chicken! But for some rumors you just cant give sources, they have a higher chance of it being true to an extent if you have done your dd. But by the time confirmation is out, its too late anyway. Like both NETA and VVUS rumors are true to an extent just due to their recent price action. The time to buy was when the original rumors started but the prices are still discounted since no one knows exactly what the actual price will be. But from knowing both companies I would say anothet 50-100% would be possible fomr here if the rumros are true. But a 25% hair cut if they arent. Hey the chicken takes its chances crossing the freeway. >> Yes, it does look like CSCO will buy NETA next week >>.4 offered by CSCO, .5 wanted by NETA for each neta v/s csco shares<<. The price between $20-30 a share.. CSCO's play is a value proposition, for the leftovers of the Network General product line. Sniffer, CyberCop and the likes. Mcafee software with helpdesk, all the cyberguard and the other system tools/diagnostic stuff and the av stuff who knows.. maybe a 3 way split with the rest of the software being with mcafee and the ipo of the online mcafee.com division. The Spin off of McAfee.com make perfect sense to create value, dont need much to do this, maybe part of the av division. After the merger however. It won't be Bill Larson making the choices. Peter Watkins will manage the Anti-Virus portion of the biz, and the rest is in doubt. Resume's are flying at NETA, and the uncertaintee creates more fear in long term employee's. NETA exec. staff are keeping VERY quiet about everything. Bill and most of his crew, will make the move to DirectWeb anyway. For VVUS the WLA news only came out after LW's recent roadtrip.. The guy said he was gong to check the plant and would stop by a few places to increase shareholder value. Nothign about him stopping by WLA. But (1): early termination of the BMI agreement; (2): specific mention of the possible suitor/partner/whatever?; (3): the specific mention of the possible price range by the CFO, e.g., 8.00 - 10.00/share. I'd have to agree with your comments regarding LW. Announcement of a possible deal prior to it's execution probably being the one that bothers me the most. The others I find easier to handle. I don't think anybody expected Viagra to be the blockbuster that it has become. I'd like to think that management at VVUS has incorporated lessons learned from the past into what they are presently doing, e.g., learned from their mistakes. Then in a conversation with RW, I learn that VVUS is not going to book a receivable for the agreement they signed with BMI. There seems to be an attitude on the part of VVUS that they are smarter than the market. I would have liked to have seen the BMI agreement clarified in the initial release. I'm strictly guessing here, but I wouldn't be surprised to see VVUS "sandbag" a bunch of good news and release it all at once. IMHO, it doesn't lend any real credibility to the company longer term, although it does provide the daytraders and other short term investors a quick profit. I can understand the frustration of many who may have a cost basis above 8.00 - 10.00/share, and posted my initial message in the hopes that you will be able to average down should you decide to do so. Regards.