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Technology Stocks : Netscape -- earnings disappointment imminent?

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To: Michael Bates who wrote ()3/11/1997 11:32:00 AM
From: Edward F. Horst Jr.   of 10
 
I've never seen a company with so many people interested in trashing them. Is there that much fear from the MSFT bunch and the Wall Street gang holding all that MSFT stock? NSCP has one positive announcement after another--a constant stream--on products, customers, partners, etc. All that gets reported is the "fear and uncertainty" rumors and speculation. NSCP is making great inroads to the Fortune 100 worldwide for implementation of strategic next generation applications and business processes. Are they dealing with a company with inferior products or a company that is immenently getting steam rolled out of business? I don't think so folks!!!
Want to dwell on problem software, proprietary snubbing of all the Open Standards initiatives, archaic architecture built for PC--"not" NET, you all might want to look a few states north. NSCP is establishing a strong market presence with Internet/Intranet/Extranet solutions in enterprise, platform independent, Java based environments. To the extent MSFT has offerings in those areas, they compete. Otherwise, MSFT is left to imitate as they try desperately to catch up! Own whatever stocks you want, based on market facts or inuendo from a powerful PR force.
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