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

To: Chuzzlewit who wrote (2058)	3/2/1998 6:34:00 PM
From: puborectalis	Read Replies (1) \| Respond to of 6021

ML update(2-27-98):Analyst Mtg:NETA remains significantly undervalued;product breadth should help NETA gain share in all markets;We would be aggressive buyers of the stock;Price objective remains $85 or 35x '98 $2.45 est.;suite strategy good-Trusted info acquisition expected to be non-dilutive although we believe there is significant upside potential.Service desk expected to be a key driver of growth in '98;We don't expect NETA to compete with CA's or IBM's Tivoli divisions for the foreseeable future;Re-defining the industry-Total virus defense-Total network security-Total network visibilty-Total service desk---NETA HAS THE PRODUCTS,ORGANIZATION,RESOURCES AND MOST OF ALL MANAGEMENT TO EXECUTE ON THE TREMENDOUS BIZ OPPORTUNITY THAT LIES AHEAD...steve