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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 (2401)	2/9/1998 11:57:00 PM
From: Larry S.	Respond to of 4903

Think NSCP is a buy right here. Retraced about half of the initial take-over jump. If anyone questions the value of internet sites and "eyeballs" look at what AOL did today. Granted it is a different franchise, but NSCP owns one of the most valuable assets on the web - they are the gatekeeper for 57% of the traffic on the web. And they are now just learning what to do with that asset. I think 26-30 is a reasonable target to expect once the bidding starts, and could escalate far beyond that if it gets contentious. Larry

To: Yiota who wrote (2401)	2/10/1998 7:42:00 AM
From: Leo Francis	Read Replies (1) \| Respond to of 4903

Homework? NSCP's product revenues decreased 15% in Q4. NSCP's overhead is about as high as projected 1998 revenues. (Not to mention cost of products and services which run about 80 million!) All this 'talk' about fundamental improvement. Invest with the facts, and usually you'll do okay. I do find it interesting, that most bulls are praying for a takeover. Why don't they lay out the business model? Tell us how, and where, and when, will NSCP increase revenues. The 15% decrease in product revenues shocked nearly every analyst. Why didn't it shock you? Yes, NSCP has 'some' value. And yes, that is what markets are all about. I am just asking anyone for a sound, detailed, fundamental argument to justify this high valuation. Please, identify the business and profit model you believe in to justify your long. Are you long for the hope of a takeover at a premium? Or are you long because of a belief in improving fundamentals? If the latter, please explain in detail. If you can't, maybe you should do some more homework. I welcome this, as a sound debate can be used to test one's positions. Good Trading, LF