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: Yiota who wrote (1992)	1/19/1998 1:38:00 PM
From: Bilow	Read Replies (3) of 4903

Okay, I'll close my NSCP position (Sell puts) on Tuesday, since the market is closed today. :) (off topic, sorry, I won't do it again) My fear for all the box makers is that rapidly falling prices will hurt profitability. The market is rife with suggestions that the number of box makers is due for a big decrease. Now AAPL is not a box maker, but their margins would be squeezed by customers choosing between operating systems. In other words, AAPL doesn't have a < $1000 machine, (do they?). As customers migrate to cheaper machines, AAPL will have to fumble. -- Carl p.s. Regarding UPAC, I guess I'll look up some information and start a thread. Give me an hour, I like to do things right.

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