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: Paul Tran who wrote (2270)	2/4/1998 4:06:00 PM
From: Jon Stept	Read Replies (1) of 4903

Paul- No reason for SUNW to buy Netscape... Hi Paul, I kind of agree. The only advantage is they are both fighting the Microsoft tidal wave. What do you think about a content provider picking them up? America Online or Yahoo!? I think the content part of Netscape is undervalued as an asset. Isn't the Netscape home page one of the most visited pages on the Net? The software value of Netscape would have to be translated to an almost completely content orientation. But that seems to be happening anyway. The browser doesn't matter anymore... it's free. They want you on the net to see the ads and content. It seems they will be giving away the server software too so that you pass through them for commerce and entertainment services and they make money on the ads you see. Like TV. What do you think? Jon :)

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