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: Winston Kim who wrote (3268)	5/26/1998 7:12:00 PM
From: alfred felsberger	Read Replies (2) of 4903

Hi Winston, nice to see a bear @work. Only three comments: 1) According to First Call NSCP was expected to loose 29c (excluding charges) for the month January. They reported a loss of 45c (excluding a charge of 12c). So they missed by 16c - 10c (earnings surprise) = 6c. 2)Browser-Revenue was 10% of the Dec-quartal. The reported revenue for the last 4 month was 135,5 mill. compared to 125.3 mill. for the Dec-quartal. If you substract 12.5 mill. (the lost browser-revenue), you get 112.8 mill. for the 3-month Dec compared to 135.5 mill. for the last four month. Not so bad for a transition period, IMO. 2) Although they missed in the past, the market will concentrate on the future. The Excite- and Citibank- deal and the growth of Netcenter will boost the revenue of the current quartal. Dont get fooled and evaluate the past. Cover your short before WS discovers the future.

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