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

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To: zax who wrote (4047)8/12/1998 1:53:00 AM
From: Marconi   of 4903
 
Hello Zaxbowow:

I think I agree with you. I do not perceive the special value in this. This is a move toward more advertising and promotion -- recent history indicates this is a modest margin in a declining margins business.

I looked at NetScapes NetCenter for the first time tonight. Looks like one of the ISP's I use. Ho hum. My past experiences with NetScape's home page were irritating --relatively user unfriendly. They just seem to miss the pizzazz necessary for revitalizing the business their efforts attempt to address.

Assuming a 10% margin on the Citicorp deal, there would need to be more than one deal a week to help pay for NSCP's payroll of 2000+ employees. I plan to remain short NSCP. Target in the teens within two months.
Best regards,
m
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