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Technology Stocks : Netscape -- Giant Killer or Flash in the Pan?
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To: Lazlo Pierce who wrote (3489)6/19/1998 9:21:00 PM
From: Schmedley   of 4903
 
Dave, I've got to agree, this guy is somewhat suspect. While I acknowledge your post as being sincere, I must admit that he comes across like someone with a not so hidden agenda. I mean really! "I think this could knock the stock down three points." - are we talking amateur hour or what. (BTW who is Integral Capital Partners ?).
Sounds to me like this poor oaf has got a large short position and his career is riding on it -either that or he works for Microsoft. IMHO Netscape is poised to kick ass with a major realignment underway, a new focus and the flexibility to enact it quickly.To illustrate my point please click on the following link:

netopia.com

THIS IS THE FUTURE OF THE INTERNET, and Netscape (from the beginning) is at the forefront of it's realization; a paperless, portable, go anywhere globally wired office, interconnected via the internet. I expect that the eternally late for the party fund managers will be playing this tune once we've seen another 50 points or so in Netscape. Look how many of these amazingly unabashed pundits have finally gotten around to acknowledging the likes of Yahoo, now that it has gone from 12 to 130 in less than 1 1/2 years - Several of the larger firms waited until Yahoo was past 90 to even begin "coverage" of this company. This time I would suggest that we don't wait for the "in" crowd to tell us what value is.

Schmedley
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