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

To: AlienTech who wrote (2090)	3/12/1998 5:44:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 6021

Alien, this company still looks cheap to me! I don't trade. I'm thinking that the stock might go to $100 or so by year's end. I buy and hold for as long as the underlying growth story and fundamentals look good. So, I don't see any reason to think about selling just yet. Perhaps I'll lighten up a bit when we get to $85, but only because it will have become such a large proportion of my portfolio. I really like the company that Larson has put together, and I like what I see as the thrust of his marketing. As you know, I was critical of the price we paid for NETG, but that has nothing to do with the structure of the final company. We've still got a lot of cash in our war chest, so I don't think Larson's buying binge is over yet. Regards, Paul