SI
SI
discoversearch

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 : Netscape -- Giant Killer or Flash in the Pan?

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Richard who wrote (1914)1/8/1998 7:45:00 PM
From: TLindt   of 4903
 
>>>>Ugh, please don't tell me you are long.............

I'd go for SEG or WDC in single digits.

Excite target raised to $40. by V. Browne. This is a case where they are actually doing something....and are the most undervalued Web Guide of all 4 (Yahoo, Excite, Lycos, InfoSeek). And that is where NSCP is missing the boat IMHO.

Looking at pages, 'page flipping', collecting a couple $$ a thousnd is one thing......doing business on the NET is another....that's what this WEB is all about 'BUSINESS'.....Excite Leads them all as % of Revenues devoted towards e-Commerce, & $$$.

Netscape has not capitalized on a source of revenue, eyeballs, which it should have been since day one.......

I figure it has something to do with "INTUIT", "CHECKFREE" being 2 of the three originators of OFX, along with MicroSoft(like they had a choice)....and CHECKFREES' Aliance with with "INTEGRION" and the "GOLD" standard.

If you don't know who these players are...or what they are up too. You'd better....because right now those names and digital cash methods are going in the History Book.....not yours your Grand Kids..........all IMHO.

PERIOD.

Editorial........Excite is 20% owned by Intuit & so is Checkfree. So after creating a digital cash standard..........who's site is going to capitalize on their 'technology' they have developed?

ahahahah I can't wait for your response...............
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext