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

To: Joanna Tsang who wrote (3547)	11/15/1998 12:38:00 PM
From: Edwarda	Read Replies (2) \| Respond to of 6021

What is in the SEC report is the usual cautionary stuff that one must include. However, re the earlier "snake oil" comment, you don't own this stock for the company's technology, which is inferior for the most part. This is--or should be--known and understood. What Larson is doing (and he sounds so much like a snake oil salesman that it's easy to loathe him and, therefore, the stock) is taking advantage of acquired user bases for cross-selling and up-selling. He's doing exactly what he said he'd do. And he has one hell of a PR machine. Ignore the PR and think about the markets and their relative states of maturity and cross-selling opportunities. He's got another three, four quarters before there's a potential wall. He's a very sharp guy, despite all the smarmy hype. He knows exactly what he is doing. This stock is a trading vehicle, not a long-term investment. BTW, I had sushi too. Cheers!