Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Gary Leger who wrote (1926)	1/28/1998 3:39:00 AM
From: Chuzzlewit	Read Replies (1) \| Respond to of 6021

Gary, you are correct in that under the rules of accounting a "ppoling of interests" treats the companies as if they had always existed as a single unit. The point I was trying to make is that the companies have not yet been integrated. As far as NETG helping NETA make its numbers, when you consider the large dilution to MCAF shareholders, NETG would have had to have had an absolutely blowout quarter for that to have happened, and were that the case, I'm sure that NETG management would have held out for a higher price. Regards, Paul

To: Gary Leger who wrote (1926)	1/28/1998 1:39:00 PM
From: Joanna Tsang	Read Replies (1) \| Respond to of 6021

Hi, Greg! > So everyone got to see the first full quarter in the last report. I didn't get to listen to the conference call but I wonder if the issue of "backlog build up" was addressed??? If you are referring to the conference call back in early Dec. of last year, I was listening in on that call and heard NOTHING about the backlog. The preoccupation seems to be whether or not NETA would make its number for the next two quarters given the NETG acquisition. Besides that, I think the people at that meeting were also thrown off by the fact that NETA had also assimulated PGP in the process. (I certainly was...) > I've held a crappy little campus telephone system supplier for two year with the wanna be symbol of tsft. Sorry, it doesn't work for them Okay. Just a weird bedtime thought... You see strange things after staring at the computer for a while. You start hallucinating... :-) Cheers, Joanna