Netscape -- Giant Killer or Flash in the Pan? Message Board

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

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To: Leo Francis who wrote (2207)	2/1/1998 11:14:00 AM
From: Yiota	of 4903

Leo, This is pure speculation takeover or mergers until anything materializes but worth an opinion, maybe I am emotionally attached to Netscape I really do like their products but I'll say this again Netscape is a gamble and very risky or with huge upside rewards, if management plays their cards right! Oracle makes sense for a stock swap merger or even a takeover each would compliment the other databases and interent technologies, Oracle immediately benefits a 57% market share of the browser market could sell a lot more database servers if they had their own front end. With Netscapes technology and expertise would make a great team. On the other hand rumor has it that Oracle will merge with Apple. Who knows! IBM with beep pockets worth of 100 billion would just love to have a large percentage in the interent market. IBM missed out on the opportunity to buy KIVA in the past. Also, TLindt says IBM wants into e-commerce in a big way. IBM is my best bet on a takeover speculation with Netscape! just my opinion! Without a takeover the future looks bright more revenues will generate into the company and I really do believe they will be profitable by the end of 1998, Their first deal with France was annouced recently and I still believe theres more to come. I in this one for the long run and will accumulate more if the stock heads lower. regards, Giota

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