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


To: Alexander Hardin who wrote (4176)2/4/1999 7:39:00 PM
From: Joanna Tsang  Respond to of 6021
 
Well, that would depend on whether good news or bad news is leaked out. It was going up past $47 today, only to take a dive to the closing price today because of NASDAQ!!!! (-83.34!!! SHEESH!!!)

Cheers,
Joanna



To: Alexander Hardin who wrote (4176)2/5/1999 8:49:00 AM
From: bill small  Read Replies (2) | Respond to of 6021
 
Hi Alexander, we meet again on a new thread. NETA is good value at current price IMO.

I have owned NETA since they bought Trusted Info Systems and believe in their approach to capture market dominance in their niche. They have the lead and should see growth for years to come.

My observation--- their greatest assest is CEO Larson's vision; their greatest liability is Larson's arrogance/aggressiveness.

In this respect NETA reminds me of Oracle, where Ellison is much like Larson in style BUT has Ray Lane, an exceptional operating manager, running the company. I really hope someday Larson sees the Oracle model and concludes he needs to back off as operating manager while keeping his vision role. Find a Ray Lane type.

best of luck.......Bill