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Technology Stocks : Netscape -- Giant Killer or Flash in the Pan?
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To: Ted Shelton who wrote (3440)6/16/1998 9:28:00 PM
From: Zipster  Read Replies (3) of 4903
 
<<Analysis - by the numbers>>

I have been following the comparative figures for Netscape for some time now. They seem to support your analyses.
It seems we all want to see Netscape redefine itself with vigor and business acumen.
Someone told me "a company has a life but then stocks have their own lives."

At 7:09 pm this evening on CNN's business program hosted by Lou Dobbs, I was rudely shaken out of my stupor by an analyst talking to Lou Dobbs when this man said " there is unanimity on the Wall Street that Netscape is not going to make it."

Now you know what that man meant when he said to me that stocks have their own lives.
Did anyone else hear the analyst's words? Is he influential in the investment community? It seems their mind's already made up. What did Netscape do in the past to earn this condemnation?
I honestly believe that I'd found a true turn-around situation in Netscape. Now I seem to understand why the stock doesn't move even when they sign deals.
The reason I can think of is that Wall Street believes that Microsoft will not let Netscape florish. 'Goliath and David' and not 'David and Goliath'.
If this is coming to pass, how much time do we have?
Comments please!
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