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

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To: General Crude who wrote (1893)1/6/1998 4:06:00 PM
From: Mary Cluney  Read Replies (1) of 4903
 
Doug, >>>Is this situation with NSCP v. MSFT any different than SYBS vs ORCL? Any comments appreciated.<<<

Big difference in management with respect to Jim Barksdale. He is a proven winner. Great Salesman. I would not sell him short.

SYBS is a much larger company (and more mature)- much like an oil tanker - once on course - would be difficult to turn around.

NSCP is more like a little speed boat. Can turn on a dime. Today's market action wasn't too bad. Didn't lose ground in an otherwise terrible market.

Regards,

Mary
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