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

To: Elephant who wrote (5692)	8/16/1999 11:30:00 PM
From: AlienTech	Read Replies (2) \| Respond to of 6021

>>3) Many agreements in place to have partners like Cisco use the products, or manage to the products' standards, or stuff like that.<< Unless NETA's products have that much of an advantage I would think CSCO would prefer to use net scouts.. Another company that will over achive. >>Many mis-steps have brought the company to where it is now. But, it is on familiar fighting turf -- come from behind and simply out-execute and out-sell the competition. << With what? Just how many people do you think will buy their products anymore? It reminds me of another company that grew by leaps and bounds.. Called Central point. But after 4 updates I would not touch their products either and just recently started looking favourabely at SYMC's products after 2+ years of crap. NETA needs at least 2 years to fix their problems, None of them even knows what 2 years is. >> NetScout is a very Extremely good company! NetScout provides Network Probes hardware and Software used in WAN/LAN Networks to analyze Network Traffic and aid in Troubleshooting problems. NetScout is also used in Application Response Time monitoring. Used to identify Latency related problems. Probes are deployed throughout networks and Thresholds are set, when triggered they alert management stations that their may be a problem. Historical Data is stored and archived for later use. Some Key points 1. Cisco Systems CSCO is NetScouts Largest Customer. 2. Very Small Float, 3 Mil, and 29 Outstanding This company can split in a few months. 3. 67 Million in Sales and 10 Million in Profits This Company has a PE! of 30 Unheard of in the Inets. 4. This company may pay dividends. 5. An incredibly attractive Company to be aquired!

To: Elephant who wrote (5692)	8/17/1999 2:36:00 PM
From: deeno	Read Replies (1) \| Respond to of 6021

"So far this year, NETA has not been killing CHKP or ISSX. For people to have confidence in this stock, they need to see NETA winning at CHKP and ISSX's expense." SO what your saying is that they arent competing well. "2) re-gaining the perception of being a lean, financially-disciplined company. It used to be perceived this way, but obviously not since January of this year. What would I look for? DSO's back down below 60 days. G&A down below 7%, R&D slowly growing, net margins in the low 40%'s." They have both a financial housecleaning to do as well as get over past problems with their accounting. "3) Many agreements in place to have partners like Cisco use the products, or manage to the products' standards, or stuff like that." Need to (hopefully) close some big contracts to get on track. "4) Profits at $1.80/share or more" Profitably "6) New product announcements that create new categories, rather than just new versions or "internet enabled versions" of existing products." With some new products that everyone will want. " It wouldn't hurt to put in place an overlying management scheme that would do for security and network analysis what Tivoli or Unicenter have done for sysadmin. " With a little better management team. Yep sounds like a $90 stock to me ;^D