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Technology Stocks : Netscape -- Giant Killer or Flash in the Pan?
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To: Jay Durell who wrote (2348)2/6/1998 9:03:00 AM
From: Peppe  Read Replies (2) of 4903
 
Here's why IBM WON"T buy NSCP:

1- Employee retention (who in the valley wants to work for Big Blue ?)
2- How do you convince CPQ, DELL, etc.,to install your browser when you're competing with them ?
3- Zero fit with Lotus/Domino strategy

I think a software only company in the valley (ORCL) is the only "natural" fit. I also think $ 24 is too cheap for NSCP.

IMHO, of course,

Peppe
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