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 (2207)	2/1/1998 11:14:00 AM
From: Yiota	Respond to of 4903

Leo, This is pure speculation takeover or mergers until anything materializes but worth an opinion, maybe I am emotionally attached to Netscape I really do like their products but I'll say this again Netscape is a gamble and very risky or with huge upside rewards, if management plays their cards right! Oracle makes sense for a stock swap merger or even a takeover each would compliment the other databases and interent technologies, Oracle immediately benefits a 57% market share of the browser market could sell a lot more database servers if they had their own front end. With Netscapes technology and expertise would make a great team. On the other hand rumor has it that Oracle will merge with Apple. Who knows! IBM with beep pockets worth of 100 billion would just love to have a large percentage in the interent market. IBM missed out on the opportunity to buy KIVA in the past. Also, TLindt says IBM wants into e-commerce in a big way. IBM is my best bet on a takeover speculation with Netscape! just my opinion! Without a takeover the future looks bright more revenues will generate into the company and I really do believe they will be profitable by the end of 1998, Their first deal with France was annouced recently and I still believe theres more to come. I in this one for the long run and will accumulate more if the stock heads lower. regards, Giota

To: Leo Francis who wrote (2207)	2/1/1998 5:42:00 PM
From: literaryfx	Read Replies (2) \| Respond to of 4903

To All, Reasons NOT to be short Netscape: 1. Sentiment on the stock is extremely bearish. Its closing price has closed lower for 6 consecutive days - clearly oversold. With the bad news already out, betting with the sentiment is a dicey situation. 2. Netscape's price does not offer much downside room. Much better idea to short at least a $40+ stock. 3. One-day price reversal following the earnings report filled the opening gap and ended near the prior day's close on heavy volume. Who was buying on the bad news? When the reverse happens to a successful stock, smart money, for whatever reason, is selling. 4. Higher probability for positive surprises on the stock. Barksdale and company are undoubtedly wheeling-and-dealing now. At the first sign of positive news there will likely be an upside pop in the price because both the public and the shorts will be buying. 5. Because Netscape's browser is one of the two major internet browsers, if there is a takeover bid it could result in a bidding war. Yes, these points are debatable. But the real risk is in buying, not shorting, this stock. It has been my experience that is where the most reward will be.