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: ahhaha who wrote (4278)	10/1/1998 9:19:00 AM
From: Jacques Tootight	Read Replies (1) of 4903

Everyone that puts "Cheers" at the end of their posts really mean "jeers". You portend to know what I mean when I sign my posts? Your posts would be much more entertaining without the weak attempts at insult. As far as damage control Peter Lynch or Graham and Dodd are concerned, you'll never make it in this business following garbage like that. There is a pretty long list of successful investors who built fortunes following garbage like that. I'll let you argue the merits of value investing with them. The point is to develop the concept or find weaknesses in it. The weakness in your concept is that there is no reality in it. Not today, not that I can find. I asked that you point us to something from the company that shared your vision. All we get are posts essentially berating us for not being able to see the vision. Look, I'm all for some of the things you'd like to see happen, but I don't make my bets on what I hope will happen. The investment in RedHat opens up some interesting possibilities, but at this point that's all they are. What we know today is that Netscape is primarily a software/e-commerce company that also has an internet portal with great potential. The company has given no guidance that they are doing anything but concentrating on those enterprises. With that information quantified I can make a choice as to how to play. That's why I trade the stock. When Barksdale decides to make a speech or share a business plan about "Netscape's Vision for the Next Millenium" then I'll consider a major long term investment if I think the plan viable. This will all be changing and NSCP's interactive part will be pivotal. Well that's certainly a nice dream and I can only hope that it comes true. The potential is certainly there for them to be there, but thus far they have been a classic underachiever. They are also positioning themselves as a continuing David against two Goliaths. Cheers - RC

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