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

To: Elephant who wrote (5646)	8/10/1999 1:10:00 PM
From: Conan	Read Replies (2) \| Respond to of 6021

Elephant: Your analysis of expected revenue in the coming quarters is right on. They should make your numbers. They do not have to work too hard to beat diminished expectations as I've noted in earlier posts. The big question is where will growth in 2000 come from? Not in AV if your analysis is correct. Not in firewall if your analysis is correct. Not in helpdesk or Sniffer tools either. Conclusion: The CyberCop line must perform in order to keep the company going and to pump the stock price back up. Conan

To: Elephant who wrote (5646)	8/10/1999 3:31:00 PM
From: Raymond Clutts	Respond to of 6021

Yours was one of the most rationale posts I've seen hit this board in a long time and it has the added virtue of giving consideration to NETA's long term fundamentals. Thanks for the time spent recapping.

To: Elephant who wrote (5646)	8/10/1999 3:35:00 PM
From: Edwarda	Read Replies (1) \| Respond to of 6021

As so many of yours have been in the past, an excellent and thoughtful posting. One of the major hurdles the company faces right now, in my opinion, is credibility, which you yourself noted at the end of your post when you added the proviso that the company does not lie. Clearly this lying has occurred in the past and it does not concern only investors but also customers and potential customers. With the way the boards have degenerated, I'm almost scared of the responses this post will generate. Should Susan, Alien Tech, Chuzzlewit, and others as well as I take this comment personally? <VBG>