Date: Sat Jul 30, 2005 2:36 pm
MFE
- McAfee, At 31.4. Recent climb after good earnings.
- Gone from 22 to 31.4 in less than 3 months.
- 83% of all insider shares sold. Talk about a managements faith in theirown company. Any sale of more than 20% is bearish
- Microsoft's OneTouch though very criticized, will give it a very seriouschallenge. Stock will tumble on the slightest news of any enterprisesadopting OneTouch and if a single success story comes out
- This company was at 2 bucks some 3 to 4 years ago and it can easilyrevisit that.
WBSN = 49.84
- Websense: provides employee Internet management software products thatenable organizations to analyze, report, and manage their employeescomputing resources, including Internet access, instant messaging (IM),peer-to-peer file sharing, network bandwidth, and desktop applications.
- Good growth etc, only screw up margins are 93%. This means the big guysare waiting to enter this market. Can't imagine MSFT or Symantec not comingout with a competing product if margins are this high.
- 82% insider shares sold.
- No announcement made yet but as soon as a competitor shows up this stockis going down.
- Careful though on the company being sold. Average probablility.
