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

To: puborectalis who wrote (1915)	1/23/1998 2:43:00 PM
From: Wigglesworth	Read Replies (2) \| Respond to of 6021

Lehman disgustingly positive analysis of NETA: $90 target (again)! I'll sell them my shares for $80. Check the 1/20 article: lehman.com

To: puborectalis who wrote (1915)	1/26/1998 2:15:00 AM
From: Chuzzlewit	Read Replies (1) \| Respond to of 6021

Stephen, my analysis indicates a "fair market value" for NETA at about $75. A $90 target (Lehman) seems pretty rich given the dilution of earnigns growth resulting from the merger, but time will tell. I think we'll have a much better grasp of what's going on at the end of this quarter. I view momentum players as kind of a "noise", and so I tend to tune them out. Over the long run they don't make any difference, but they can sure make you nuts on a day to day basis. Regards, Paul