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Technology Stocks : Netscape -- Giant Killer or Flash in the Pan? -- Ignore unavailable to you. Want to Upgrade?

To: Jin Chun who wrote (1566)	11/9/1997 3:05:00 AM
From: drdart	Read Replies (2) \| Respond to of 4903

In the Barron's cover article one of the fund managers interviewed says that Netscape is dead. It is on his pan list.

To: Jin Chun who wrote (1566)	11/9/1997 4:04:00 PM
From: Keith Hankin	Read Replies (2) \| Respond to of 4903

Excellent analysis, Jin. I am in a very curious position. I am a NSCP stock owner, however, I also work for Actra and my stock options will become NSCP options. However, the number of shares I get depends upon the NSCP stock price upon close of the deal. So I am hoping that it stays depressed in the short term. I think that the NSCP stock will not go up or down in value significantly until after the end of the year. No new products have come out, and people will wait for Q198 results to see how things go. For now, NSCP stock will go up and and down as the NASDAQ goes up and down. Hopefully, more news of low unemployment, fears of inflation, etc. will keep this puppy down until then. However, I believe that the purchase of Actra was absolutely essential for NSCP. It has instantly doubled their market, but with the synergy between the Actra products and NSCP's existing products and services, it will have an even more significant effect long-term on raising NSCP stock price. MSFT does not even have a product equivalent to Actra. They have been focusing way too much on Consumer use of the Net. But this market will take much more time to develop and make any money. In the meantime, Actra will make a killing in the Business-to-Business market. MSFT's only way to enter this market is to buy out Ariba, OpenMarket, or another Actra competitor, and it is not clear if they even understand that they need to do this, or if they do, if they will know how to capitalize on it. NSCP has a much better understanding of the Business-to-Business market, which, once conquered, makes it easier to then dominate the Business-to-Consumer market. BTW Jin, I see that you work for GEIS: How do you feel about the sale of Actra over to NSCP? Do you feel you guys got a good deal? Do you think that it was the right move?