Netscape -- earnings disappointment imminent? Message Board

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Technology Stocks : Netscape -- earnings disappointment imminent?

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To: Gerald R. Lampton who wrote (3)	3/13/1997 9:56:00 AM
From: Edward F. Horst Jr.	of 10

IBD had an article yesterday which says it all: Analysts don't believe a company can compete successfully, and survive against MSFT. They will only change their minds "after NSCP performs", which is SOP. They deal in fear and uncertainty, always looking for something wrong with NSCP, giving little acknowledgement to what they've accomplished in now only their 3rd year. MSFT has an awful lot of influence, not only in the marketplace, but in Fund managers portfolios, which can't be ignored. The bottom line is corporate buyers have an alternative which becomes clearer by the day. I'm betting they will "continue" to embrace NSCP for their strategic Networked Enterprise initiatives for Commerce. If the stock goes down further, it just presents an opportunity to buy more for the long term rewards! Good luck.

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