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

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To: Larry S. who wrote (3192)5/20/1998 9:01:00 AM
From: Jacques Tootight  Read Replies (1) of 4903
 
<It would be easy, and simplistic, in my opinion, to credit NSCP's recent rise to speculation that the Govt will force MSFT to included NSCP Communicator in Win98.>

Larry, I don't think that there is very much purchasing of NSCP stock because people think the DOJ is going to cause some kind of great windfall. I've bought and sold NSCP a few times. I bought back in a couple of months ago after I became convinced mgt finally realized they had a diamond in the rough with Netcenter.

The proof will certainly be in the execution but at least they are trying. I'm certainly pleased with the Excite and Citibank alliances and I guess there is more to come shortly. It's certainly conceivable that we could see Yahoo type gains but they are going to have to make believers out of a lot of people first. The "street" is not jumping on the Netscape bandwagon yet, as they have been burnt before with Netscape. If the new team putting together Netcenter can build an attractive portal the street will jump back in and we'll all enjoy a nice ride.

Best of luck to all NSCP gamblers.

RC
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