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

To: Leo Francis who wrote (2633)	3/10/1998 11:01:00 AM
From: Weiqiang li	Read Replies (1) \| Respond to of 4903

I still see no where that netscape can make money from. client: as long as Miccrsoft give away IE free, Netscape is not going to charge anyone for the use of browser. Server: More and more companies are moving to NT platform. Soon or Later, they are or will switch to MSFT server. MSFT knows How to cut "throat" of netscape. This is a "live" or "die" fight for both parties. Only one survivor, which most of us believe to be MSFT. buyout: This is a hopeless hope for people bought NSCP at much higher price. From both current earning and future potantial, NSCP is not going to make much money in any near future. Yet it is forced to spend lot of money on R&D to keep up with MSFT. I agree this netscape is not worth more than 10. It does not make sense now to entry the market, too risky. If I am the buyer, I would wait until it drops to bellow 10, which I believe, if there were no buyout rumor, it already there. It just not worth it to pay 2B for such a company. just my thought.

To: Leo Francis who wrote (2633)	3/10/1998 8:01:00 PM
From: Stephen M. DeMoss	Read Replies (1) \| Respond to of 4903

Leo, Thanks for your reply. I too am short Dell! So we are on the same side on that one. I actually have silently been considering myself fortunate that Nscp has stayed so close to 20. I have not bought back calls. I feel the market will get hit this month and part of April. I am not a TA guy but do follow the charts and the charts say we will get a correction. Common sense says so too. Everyone was predicting a sideways to 10% up year. We already have that and more from the lows of January. I am short Mu and Dell in technology with Nscp my only long position. My plan is to wait through next friday. If not assigned, I will sell calls again. If we get the correction I expect, I can buy them back cheaply. Thanks again for your input! Sincerely, Steve D.