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Technology Stocks : Symantec (SYMC) - What does it look like? -- Ignore unavailable to you. Want to Upgrade?

To: Dan Hamilton who wrote (1810)	10/19/2000 5:05:42 PM
From: Harry J.	Read Replies (1) \| Respond to of 2069

Maybe the reason for the drop is the proportionately lower increase in enterprise sales (+8%) compared to consumer sales (+19%) and commercial:consumer revenue is split 45:55 -- even though SYMC supposedly is emphasizing enterprise sales. ". . . Worldwide consumer business accounted for 55 percent of revenues in the September 2000 quarter, an increase of 19 percent compared to a year ago. Enterprise revenue grew eight percent from the same quarter a year ago . . . " Or perhaps it's the relatively weaker numbers of AXNT for this quarter. I haven't added AXNT's numbers onto SYMC's to see what the "combined" results might have been (ignoring efficiency gains and one-time charges, etc.). Presuming the acquisition had already occurred for this quarter, would the results have been that much worse? A combo of the two? Hhhmpf. Guess I'm going to have to spend some time trying to puzzle this out - in my personal opinion, it's either a screaming buy (er, continue to hold in my mostly long-term case) or the emperor has no clothes, and I wonder which. mr. mark? You still have that pile of software on your floor? Regards, Harry