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

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To: Chi Pan who wrote (3281)5/27/1998 3:49:00 AM
From: Sam  Read Replies (1) of 4903
 
Chi, along the NSCP earning comments on these 2 posts,
let's throw away a few numbers regarding NSCP rev:

The official numbers are :
Dec96 Mar97 Jun97 Sept97 Dec97 Apr98
Client 59 43 53 57 13 0
Server 24 46 46 50 72 77
Service 16 30 36 42 39 50

Tot 99 120 135 149 124 127
In it:
Netcenter 21 31

Just for the fun, if I adjust the last Q by adding January
and x 3/4 I get:
Dec96 Mar97 Jun97 Sept97 Dec97 Apr98
Client 59 43 53 57 13
Server 24 46 46 50 72 61
Service 16 30 36 42 39 40

Tot 99 120 135 149 124 102
In it:
Netcenter 21 24

The reality is certainly between these 2 scenarios
(even if I don't buy NSCP explanations for the no sales
month at their CC), that helps at figuring out NSCP growth opportunities.

And let's keep in mind the +20% shares in 1 year and
the sinking GM.

Sam.
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