Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator -- Ignore unavailable to you. Want to Upgrade?

To: Gerald R. Lampton who wrote (13994)	11/9/1997 12:10:00 PM
From: drmorgan	Respond to of 24154

You people crack me up. Why would Netscape want to merge? Gerry, my thinking was if they ever really got beaten down and were on life support, which I don't think is going to happen. >For all it's >worth, another analyst believes Netscape can find a niche for itself. Damn right. It's called the "corporate market." I have been on edge lately and have for the time being completely stopped reading or listening to ANALyst's. A week ago an analyst lowered his rating on COMS after the stock had fallen substantially, fine but why not two week's before! The timing was unbelievable. Owning stocks we have all been through this. I know the other side of this is to raise the rating but even then their timing can really amaze me. Just ranting!!! Derek

To: Gerald R. Lampton who wrote (13994)	11/9/1997 3:10:00 PM
From: damniseedemons	Read Replies (1) \| Respond to of 24154

They have the number one brand on the web. Netscape's brand name and mindshare is not what it used to be. They are the fastest growing software company in the world. Err, they used to be. Now they're not even close. Even big Microsoft grew faster than them last quarter! They are kicking a-- against the most powerful software company in the world. Well, they used to be kicking ass, but not really any more. Gosh, Jerry, if you notice, you seem to be living in the fast with your Netscape analysis. They "used to be" everything you say, though no longer. Damn right. It's called the "corporate market." ...Where WindowsNT (read: bundled with IIS, IE, Exchange, etc., and integrated with BackOffice) has more momentum than a freight train. Based on my "Netscape is doomed" indicator, I'd say it's about time to pick up some more stock. You mean in the whole market with tens of thousands of stocks, you can't find one better than Netscape in invest in?!?!? exchange2000.com You may also want to re-read this post. exchange2000.com Sal PS. You seem to be big on software for the corporate market, so maybe you should take a good look at SAP (SAPHY) and PeopleSoft (PSFT). And if you don't own it anymore, SEBL.* *DISCLAIMER: The market is quite shakey at the moment. I'm saying these are great stocks to own, but not neccessarily today.

To: Gerald R. Lampton who wrote (13994)	11/9/1997 4:46:00 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 24154

>>They have the number one brand on the web. They are the fastest growing software company in the world. They are kicking a-- against the most powerful software company in the world, who, in order to compete, has to give its product away. Overall, not at the moment, Jerry, although I was intrigued by H&Q's analysis that Netscape's product revenues in the US grew 30% sequentially in Q3. If that is true, then the Netscape-is-dead school better hit the books. The problem from an investment point is that the tools business (just like the client/server tools business before it) becomes a commodity business. A web server becomes a web server, etc. The big guys roll this stuff into their product lines, and the differention ends. That's why keeping market share is so important. As far as leading Internet brands, I think Yahoo (and perhaps CUC, Amazon and others) are more intriguing once the markets find sane (perhaps despondent) levels.