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

To: Stephen M. DeMoss who wrote (2552)	2/22/1998 5:55:00 PM
From: Hedge	Read Replies (1) \| Respond to of 4903

The stock is telling me that the run up on the WSJ artical is over and the natural sell off has taken place. Someone is going to snatch NSCP soon. My speculation is that SUNW backed away, AOL has only inflated stock to offer, ORCL is a wild card, Big Blue has the cash and the need. As for your play, it sounds good but conservitive. My guess is that you got about $2.00/contract. Profits are always good. I am guessing around $30/share before the end of March. With other suiters out there IBM my have to move quicker than they like. Takeovers are always hard to play...if someone sneeze wrong the whole deal can blow up...