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: Chuzzlewit who wrote (3029)	8/7/1998 1:29:00 PM
From: SHUBLU	Read Replies (1) \| Respond to of 6021

I am commenting on recent stock movement, not historical. My comments are based on the new McAfee with the addition of NETG. So how would you rate the NETG acquisition, how has mgmt absorbed this large strategic partner that adds diversity to the company revenue stream-your rating 1 - 10.... In a company this large there are always varying views of mgmt...I know a few at the company and there attitude is positive(granted they are in upper mgmt) To compare NETA today - to the NETA a year ago???what DD would I need to do to know that it is a significantly different company-with Dr. Solomon, Cybermedia, and a few more in the wings... NETA will deliver to Wall St. what they are looking for- -Revenue Growth -Profitability Add to this a fairly conservative P/E for this segment... NETA will deliver again next qtr, and you will experience stock movement up/down (NETA moved form 47 to just under 57 in what...less than 2 weeks-22%,combine that with the market moving down after that time period and why are you surprised of a sell off)