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: mr.bill who wrote (4706)	11/23/1998 10:46:00 PM
From: david thor	of 4903

<Where is my return on equity?> Mr. Bill, I figured I might ruffle a few feathers with my note, but it wasn't my intention to do that. My note was more a sense of where Netscape has gone as a company and stock in the last year. I admire your tenacity, I had some at 22 and got cold feet and sold around 27. I don't know how you held through what must have been a recurring nightmare. They're being purchased at a current cap of about $4B, but the real cap will be determined by how investors view a post-Netscape AOL. I think you'll probably see $45-50 worth of AOL stock when the deal is approved, and that reflects the $41 price today. There's always some discount in situations like this. Since you held this long, why not consider your Netscape as a safe-hold? It would take a large event to see AOL drop and put your recovery of $$ in jeopardy. By the way, is there a "safety net" (minimum buyout value) for NSCP holders in this deal? I didn't see one. Dave

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