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

To: AlienTech who wrote (5229)	4/30/1999 8:36:00 PM
From: Elephant	Respond to of 6021

Questions for someone knowledgeable: 1) How has Mr. Larson's personality changed over the last 6-9 months. Has he become less involved in the company? Taken lots of vacations? Put on weight? Stopped worrying about his appearance? Stopped coming in to work? Doubled his working hours? 2) How has he been to work with: more difficult than usual? Preoccupied? Doesn't care about what you're doing? Let's you off too easily when you slip up? Gets madder than hell when you slip up? 3) How broad based was the sales disappointment. Did it cross all product lines? All geographies? Were there just as many deals but they were smaller? Were there more small deals and less big ones? Did any part of the organization do well where another did poorly? If so, could you contrast the differences? 4) Have the execs put a plan into place for fixing the shortfall? We are now 21 days into a 63 business day quarter. What has changed over last quarter? Here's why these questions matter: the product lines that they make money on didn't suddenly become obselete: Virusscan, Sniffer, etc. so the problem was a management problem. Someone took their eye(s) off the ball. Only Bill can fix it, but if he is not on board, we're all in deep doodoo (at least all of us longs). On the other hand, if he suffered temporary burn-out, and is now back on board, what the hell, we're likely to see a comeback. -E