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

To: pcyhuang who wrote (2619)	3/2/1998 9:52:00 AM
From: david thor	Read Replies (1) \| Respond to of 4903

<"Several other Internet-related companies saw dramatic gains following President Clinton's endorsement ... of a moratorium on new taxes on Internet commerce.> Paul, Looking at the valuation of some of these companies makes me think Netscape is undervalued at $19. Of course, thinking that these other companies are way overvalued is perhaps not the proper justification for my opinion of Netscape, but I was wondering if you felt similarly. Regards, Dave

To: pcyhuang who wrote (2619)	3/3/1998 9:27:00 AM
From: pcyhuang	Read Replies (2) \| Respond to of 4903

One up for Netscape As reported by the Boston Globe today: "Vames Barksdale, chief executive of Netscape Communications Corp., complained Microsoft is using its near-monopoly on desktop computer operating systems to force people to use Microsoft's Internet browser instead of Netscape's. Barksdale pointed to yesterday's announcement from Microsoft that it would alter its contracts with 40 Internet ervice providers. The old contracts banned the providers from offering customers browsing software not made by Microsoft. The providers will now be free to do so." pcyh