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: Chet Sehgal who wrote (2863)	4/22/1998 7:22:00 AM
From: Winter	Read Replies (2) of 4903

>>Netscape is very well positioned to dominate the enterprise software applications market.<< Except for the presence of MS >> The enterprise market is expected to grow exponentially in the next few months as internet commerce explodes.<< References please. Exponential growth in a few months sounds like major hyperbole to me. >>Netscape is, at this moment, grossly undervalued.<< Netscape, as a pure software play is overvalued. If you combine the software products with their valuable www page traffic then it becomes difficult to place a value on them. Based on the other popular www sites I'd say Netscape's site is undervalued, but of course as you say (and I agree) Yahoo and Excite's market cap is not justified.

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