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

To: NW Bronco Fan who wrote (1826)	12/31/1997 5:26:00 PM
From: Real Man	Respond to of 4903

Mary Meeker's comments had been pretty good contrarian indicators in the past. Example: upgrade on NSCP right after the big January drop; a similar to today's statement in march '97, at the bottom. That said, I expect some more downside on NSCP (high teens?) before a major reversal. The positive indicator is LF appearing on NSCP thread. But he might be a bit too early (ggg).-Vi

To: NW Bronco Fan who wrote (1826)	12/31/1997 9:00:00 PM
From: ahhaha	Read Replies (1) \| Respond to of 4903

It's called CYA and it's not a bad idea until the stock has based. Hasn't done that yet so if you're going long, you're trying to bottom pick. For investment purposes you have to remain sceptical and take a "show me" attitude. Even if short covering runs it up to 33, it ain't going anywhere. It would just melt back down to 27. No doubt there's institutional activity in the shares. There's always such activity in large, well-known companies. The issue is that there is no conviction to hold because the fundamental story is not clear. No one discusses the fundamentals on this thresd except for superficial tear sheet rehashing. The big boys don't have any more vision about this company either. Meeker is bullish because she was assigned this company. Andreasen can't see anything all that hot about the future for the company. I will tell you why it's got tremendous potential: cable modem, a secured business presence, developments in enablement of E-commerce, an unfocused, too broadly diversified, and personalized browser oriented, MSFT. But the real kicker is the cable modem. However, I'm not bullish for the long term over the price of 80, unless the company can change much of its existing structure.