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


To: Chuzzlewit who wrote (1952)2/9/1998 3:25:00 PM
From: Joanna Tsang  Read Replies (1) | Respond to of 6021
 
> Joanna, if you remember that post, you'll also remember me touting CKE (they own Carl's). The stock is up about 35% since last October (pre-crash). Definitely no Asian exposure there!

This is weird! You're a vegetarian, yet you invest in stocks that advocates being a carnivore. Interesting... Then again, money is money. :-) And I was tempted to buy MSFT, despite my issues on working with "the devil."

I agreed with the NETG merger analysis. My common sense tells me that once the one time loss is dealt with that the real beef (no pun intendedm, honest!!!) is to see how the combined entity works. I think the "buy" is the anticipation that NETA will do well despite the big merger obstacles. (The payback is big enough to advocate a "buy" rating.) I'm hearing from one source here at SI that they are "comfortable" with the Q1 earnings. And I'm seeing a lot of upgrades to buy NETA stocks. But, heck, I'm just a software engineer here. :-)

Cheers,
Joanna