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

To: Yiota who wrote (2134)	1/27/1998 7:58:00 PM
From: Leo Francis	Read Replies (3) \| Respond to of 4903

EPS loss 38% greater than consensus. And the consensus was derived from company release 22 days ago. 30% delta seems high to me. High volume and price erosion last minutes of trading. Conference call neutral-negative at best. Short term it seems NSCP is trying to "save their way" to profitability, versus revenue growth. Looks like loss Q1-Q2. No apparent rabbits. We might see $10-$12, within 10-12 days. 800-900 million market cap max based on 1998 projections IMO. Analysts not happy with another negative surprise. No upgrades imminent. Most likely we'll see further downgrades.