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: Joanna Tsang who wrote (2304)	4/1/1998 4:04:00 PM
From: RoseCross	Read Replies (1) \| Respond to of 6021

Joanna- You said your friend was an engineer, but not in engineering; you mentioned she was in MIS. MIS, accounting, and other administrative departments are the most redundant when merging two companies, so that should be no big shock that it happened, especially since the NetGen folks were very UNIX-centric like your friend, and the McAfee folks were NT-centric. We all know that the two companies were about the same size prior to the merger, so there were a lot of bodies to absorb. An employee who is managing one company's intranet WWW server and mail server is likely to have an exact opposite from the other side, and I think that is what happened in this case - sometimes I think that those decisions come down to job performance/personality evaluations, and sometimes even less (rumor has it that the last layoff I went through, I was the victim of a coin flip after three rounds of progressively harder cuts). I think you are probably right about where she ended up, too. <g>

To: Joanna Tsang who wrote (2304)	4/4/1998 5:38:00 PM
From: Cyclops	Read Replies (2) \| Respond to of 6021

Joanna, I checked with the Yahoo-Neta board and there was some concerns about earnings which are coming out on April 21st. One reader remarked about a possible cup and handle formation and asked for a technical analyst to look at the charts. Earlier, I recall that there was 12 consecutive quarters which NETA beat estimated earnings. As usual, Larson stated that he (NETA) is comfortable with the upcoming earnings. Of course, last quarter, we beat the estimate but special acquisition charges put us into the red. There may be chances that NETA will beat 1st quarter estimates as usual however acquisition charges from NETG and the recent acquisitions of smaller companies can lead to special acquisition charges for 1st quarter. Since you were an former employee of the McAfee company and have been long term holder. What is your feeling about Larson keeping to his word about upcoming earnings without any surprises?