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Technology Stocks : Oracle Corporation (ORCL) -- Ignore unavailable to you. Want to Upgrade?

To: kennbill who wrote (5441)	2/7/1998 4:02:00 PM
From: danderso	Respond to of 19079

It's probably not that straightforward. Prospective buyers must be discussing the fate of the announcement that the browser will be made freeware and how it would look if they bought nscp with an eye to reversing that announcement - wouldn't that rile the masses? Secondly, Oracle has a number of server products that compete in various ways with the netscape server products - the company would have to assess how these would merge or which to kill off and compare the costs of these changes with the incremental value added by what remains. It would also have to consider the effect on the teams that are involved, as software per se is always rapidly declining in value unless enhanced - so part of the value of buying nscp is the team that would remain. Third, a large part of the value is the premiere nscp home page, whose contribution is in an arena that orcl has not explored in the past: viewers of ads. I'd say that would raise an exploit or sell question. Just some off the cuff thoughts, for what they're worth... Dave