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: Dr. Id who wrote (4751)	11/25/1998 7:30:00 AM
From: HECTOR RUBERT	Read Replies (1) of 4903

Good Morning, Jeff I've been thinking the same thing. I expect some dis-balances in the pricing (not a lot, maybe 2-3% swings). Smart investors will track NSCP and get in when a drop happens for maybe 2% gain as it relates to AOL. I definitely believe that NSCP shareholders will get an almost free ride as AOL will continue to rise to price the full valuation of the new company. Risk of no deal is very low. The companies synergy has been the main focus of discussions by analysts and MSFT (although concerned) needs the deal to close for their DOJ negotiations. This is the only ACE in MSFT's deck since the DOJ trial began. I will buy more NSCP whenever dips occur below 43% conversion. I feel very BULLISH on NEW AOL!!! Hope this makes sense, Hector

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