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

To: michael modeme who wrote (3119)	8/21/1998 7:29:00 PM
From: Feliciano L. Rivera	Respond to of 6021

This is not far from what the Gartner and Forrester report are saying about NETA. Can they integrate their management and product lines ? The word on the street is doubtful, they have yet to pull it off. Perhaps they will purchase another company to boost earnings !

To: michael modeme who wrote (3119)	8/21/1998 7:32:00 PM
From: Chuzzlewit	Respond to of 6021

Michael, one of the things that bothers me about articles like this is there is no attribution and no explanation. Who was concerned, and what was the nature of the concern? Dilution is a fact of life. If you grow a company by acquisition you pay more than the market price for the stock. So dilution is inevitable. The hope is that there are sufficient synergies in the deal to make it accretive in years following. We have seen this in the NETG and PGP deals. Why should SOLLY be any different? TTFN, CTC