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: AlienTech who wrote (4839)	4/8/1999 11:52:00 AM
From: Chuzzlewit	Respond to of 6021

Alien, I bought ASND initially at around $40, bought more at around $28. I'm smelling like a rose now. I'm thinking that security just has to be a very high priority item right behind Y2K remediation. With increasing reliance on e-commerce doesn't it make sense that network security becomes a bigger and bigger issue? I think we need to hold Edwarda's feet to the fire on her forecasts and get her to explain the reasoning behind 15% growth. TTFN, CTC

To: AlienTech who wrote (4839)	4/8/1999 11:56:00 AM
From: jkb	Read Replies (1) \| Respond to of 6021

AT - I believe that NETA will be back as well. They do have a comprehensive story to tell - with the 'network management and security' story. Their security - with Virus Protection - firewalling - encryption (PgP) - and network intrusion detection - all from a single vendor is compelling. They still have a little work to do from the network management side - nevertheless - a good story for their salespeople to tell clients. I believe that they are still perfecting the story - but it has strong potential. IMO - it will be back. FYI - I own no shares right now - as I believe that this one will be in 'dead state' for a little while (undefined timeframe) - and can be bought at similar price levels for the near term future. Good luck - I do plan on being in this one again after a flattening out period.