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Technology Stocks : Netscape** what should be the price?**

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To: noronha who wrote (108)11/2/1996 5:06:00 PM
From: Patrick Keeler   of 140
 
Do you have anything besides 'your opinion' to justify a $35 stock price?

You mention MSFT, IBM in your post. These are huge companies that were once start-ups. IBM dominated the first phase of computing (big iron). MSFT has dominated that third phase (PC revolution) of computing. Netscape is positioned to possible dominate the fourth phase (internet revolution). No company that has been dominant has been able to continue dominating in the next paradigm shift. What MSFT, INTC, and CPQ did to IBM; maybe NSCP can do to MSFT. A possibility...

I have never had a position in Netscape. However, the above is intriguing and would certainly be worth more than $35 a share if it happened.
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