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: puborectalis who wrote (2100)	3/13/1998 7:39:00 AM
From: John Carragher	Read Replies (2) \| Respond to of 6021

Stephen When Paul writes we all listen. John

To: puborectalis who wrote (2100)	3/13/1998 12:28:00 PM
From: Chuzzlewit	Read Replies (2) \| Respond to of 6021

Stephen, you are tough! You won't let me off the hook! Okay, here goes: Price is not a trigger point for me to sell because there are no good valuation models for growth companies. I've developed a bunch of valuation models, but I'm not thrilled with any of them for a variety of reasons. I would sell if I saw emerging issues that compromised the underlying growth potential of the company. For example, if it turned out that the demand for network security products had been significantly overstated. Or, if the quality of the NETA product suite was poor and customers were dissatisfied. Or, if it were shown that the accounting methods were generating bogus profits. I hope this helps, because it's all I have! Regards, Paul