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: mrknowitall who wrote (4878)	4/9/1999 8:59:00 AM
From: SIer formerly known as Joe B.	Respond to of 6021

ZACKS) ZACKS RESEARCH STORY FOR: Network Associates ZACKS RESEARCH STORY FOR: Network Associates ============ [NETA] ZACKS RESEARCH STORY FOR: Network Associates ============ (NETA) Network Associates 640938106 Santa Clara, CA TEL: 408-346-3575 ZRANK: 4 ====================================================================== BROKER RATING CHANGES ----------------------------------------------------------------------------- Apr. 7 -- A Major Broker downgraded the rating for Network Associates to 3.0 - NEUTRAL from 1.0 - BUY. Apr. 7 -- A Major Broker downgraded the rating for Network Associates to 3.0 - NEUTRAL from 2.0 - BUY. Apr. 7 -- A Major Broker downgraded the rating for Network Associates to 3.0 - NEUTRAL from 2.0 - ACCUMULATE. Apr. 7 -- A Major Broker downgraded the rating for Network Associates to 3.0 - MARKET PERFORM from 1.5 - BUY. Apr. 7 -- A Major Broker downgraded the rating for Network Associates to 3.0 - HOLD from 1.0 - BUY. > ZACKS >> The Zacks average rating, is 2.2 - BUY. ESTIMATE CHANGES FOR THE FISCAL YEAR ENDING DECEMBER 1999 ----------------------------------------------------------------------------- Apr. 7 -- Gerard Klauer Mattison lowered the estimated earnings per share of Network Associates for the fiscal year ending December 1999 to $1.75 from $2.14. > ZACKS >> The Zacks consensus estimate, for the fiscal year ending December 1999 is $2.09. The consensus drawn from estimates made over the past 30 days is $1.55. ESTIMATE CHANGES FOR THE QUARTER ENDING MARCH 1999 ----------------------------------------------------------------------------- Apr. 7 -- Jeffries & Company estimated earnings per share of Network Associates for the quarter ending March 1999 as 30 cents. Apr. 6 -- A Major Broker estimated earnings per share of Network Associates for the quarter ending March 1999 as 31 cents. > ZACKS >> The Zacks consensus estimate, for the quarter ending March 1999 is 45 cents. The consensus drawn from estimates made over the past 30 days is 34 cents. ESTIMATE CHANGES FOR THE QUARTER ENDING JUNE 1999 ----------------------------------------------------------------------------- Apr. 7 -- Gerard Klauer Mattison lowered the estimated earnings per share of Network Associates for the quarter ending June 1999 to 43 cents from 53 cents. > ZACKS >> The Zacks consensus estimate, for the quarter ending June 1999 is 51 cents. The consensus drawn from estimates made over the past 30 days is 38 cents. ESTIMATE CHANGES FOR THE QUARTER ENDING SEPTEMBER 1999 ----------------------------------------------------------------------------- Apr. 7 -- Gerard Klauer Mattison lowered the estimated earnings per share of Network Associates for the quarter ending September 1999 to 44 cents from 53 cents. > ZACKS >> The Zacks consensus estimate, for the quarter ending September 1999 is 52 cents. The consensus drawn from estimates made over the past 30 days is 38 cents. ESTIMATE CHANGES FOR THE QUARTER ENDING DECEMBER 1999 ----------------------------------------------------------------------------- Apr. 7 -- Gerard Klauer Mattison lowered the estimated earnings per share of Network Associates for the quarter ending December 1999 to 57 cents from 59 cents. Apr. 6 -- SG Cowen Securities Corporation lowered the estimated earnings per share of Network Associates for the quarter ending December 1999 to 51 cents from 58 cents. > ZACKS >> The Zacks consensus estimate, for the quarter ending December 1999 is 58 cents. The consensus drawn from estimates made over the past 30 days is 44 cents. All estimates and earnings are for continuing operations diluted EPS. The information in this report has been taken from trade and statistical sources which we deem reliable. We do not represent that it is accurate or complete and it should not be relied upon as such. Research information taken from this report should be verified with the brokerage firm or analyst prior to being used in subsequent reports or news releases. * end of story *

To: mrknowitall who wrote (4878)	4/9/1999 10:01:00 AM
From: AlienTech	Read Replies (1) \| Respond to of 6021

An opportunity is a terrible thing to waste. @ 50 @ 40 @ 30 @ 22 feh feh feh!!!! KILL MAIME INJURE!!!!!!!!!!!!!!!!!!!!!!!! 209.67.208.179 Network Associates becomes an internet play because they are the strongest software vendor of Anti-virus and computer security for networks (Internet, intranet, extranet, local network, wide area network etc . ..All Web Sites are going to have to have secure networks and the fact is so are individuals. More and more viruses will be developed like Melissa and now is not the time to look cool and chic and bad mouth a company just for the sake of bad mouthing. This makes sense and should not be easily discounted by even the nastiest of bears. Investing at the far ends of the supply-to-sales chain in Internet commerce isn't as exciting as playing Amazon or Ivillage. On the other hand, these companies are undervalued versus being overvalued on their long-term place in the ecosystem of investing. Look for the Web winners, both active and passive plays. Almost double you money in under 2 years and be safer. You buy NETA here at 15, Sell the Jan 2001 strike price 20 leaps for 6! So you are safe till the stock goes down to 9. Now if the stock closes above 20 come JAN 2001, You make the 6 premium on the leaps and $5 on the 15-20 difference making $11 on your original $15 investment. Where else can you get that? Remember If this company trades around 10 that is almost 1 time revenue. For a software company that is still a leader in the security field. I would think it woudl trade much much higher than 20 in an year and a half but its like guaranteed money. Heck at 10 someone might even do a hostile takeover since the poision pill only doubles the number of shares. This company is easily worth over 60 to a lot of companies out there. The stock price does not always reflect what a company is worth, just what investors perception is. And manipulation and circumstances has a lot to do with it as well.