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

To: Kal who wrote (2265)	2/4/1998 3:23:00 PM
From: Paul Tran	Read Replies (3) \| Respond to of 4903

No reasons for SUNW to buy NSCP. SUNW is Unix house. NSCP is software house, multi-platform. I see ORCL better fit for NSCP due to data house, and multi-platform just like NSCP. Imagine if you are SUNW CEO, what do you do with NSCP after buying it. I see no added values. My 2 cents.

To: Kal who wrote (2265)	2/4/1998 4:12:00 PM
From: Dermot Burke	Read Replies (2) \| Respond to of 4903

I think IBM would be the more logical buyer of Netscape. IBM has a history of contesting the PC OS market with msft. They haven't been successful yet, but that doesn't mean IBM accepts msft's supremacy.In fact,the current DOJ/ States Attorneys actions have msft disstracted and possibly vulnerable. IBM bought Lotus not too long ago. IBM is the world's largest software provider. IBM is clearly trying to project a youthful, innovative net oriented perception to it's customers/investors. IBM would accomplish this objective thru a Netscape aquisition.