Netscape -- Giant Killer or Flash in the Pan? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Netscape -- Giant Killer or Flash in the Pan?

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Guardian who wrote (2983)	5/2/1998 10:31:00 AM
From: TFF	Read Replies (1) of 4903

CNWK is IMHO a second tier content provider and therefore will probably be swallowed by one of the portal trying to lock up content. Make no mistake about it. The SE's are BIG MONEY IN PLAY(NSCP has figured that out and is now jumping on the bandwagon)and therefore the Wall Street types will do everything in their power to keep it going. How? alliances,mergers,upgrades,buyouts. What's the downside?...a market correction. Without a market correction this sector will IMHO lead the market to dizzing heights short term. Without a valuation model Analysts will be hard pressed to come up with a good reason to sell the SE's IN THE SHORT TERM as the M&A guys announce deal after deal. The BIG question for the trader/investor is..do really want to be in SE's if the market corrects in the short term? ..cus you know it's gonna leave a mark;)

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next