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

To: Leo Francis who wrote (2202)	1/31/1998 10:16:00 PM
From: Stephen M. DeMoss	Respond to of 4903

Leo, Thanks for your reply even though we are on opposite sides of Nscp. Your questions on valuation are a bit of a concern to me. Your aware that companies trade based on market share and future possibilities. Nscp is a pioneer in its speciality and is in a season of change/adaptation. Your betting they will lose and fail against Msft etc, Im betting they are sharp enough to adapt and emerge sucessful. Losing money is very relevant to where they will be 2,3,4 years from now. Cyrx (chip maker) had loses similar to Nscp and fell from 40+ to 12. I was ashamed I owned it and heard all the negative talk. I sold out at the bottom only to see the company trade back up to 30. I know a guy who for 3 years has been talking Fundementals on Micron. I lost my shirt trying to bet the fundementals. Check out IBD for this coming Monday. They sound positive on the moves NSCP is making to turn the ship around. Ps. I am interested in you 4-5 bagger<G>. Sleep well. Steve D.