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To: Bill Harmond who wrote (8440)	3/15/1998 4:55:00 PM
From: LoLoLoLita	Respond to of 27307

>>I'm not writing Netcenter off. William, I think that most here will agree that increased competition has the inevitable effect of squeezing profits. One response is to REDUCE competition via mergers and acquisitions (M&A). As a YHOO short, I see M&A as the biggest risk to my position, but take comfort from what I believe to be YHOO's outlandish market cap in comparison to the fundamentals (primarily PSR) of its competitors XCIT, SEEK, and LCOS. (PE's don't mean much to me here because I'm not sure that even the ones reporting positive TTM EPS really ARE making any money.) Anyway, to get to my point, for now let's forget about home.netscape.com, which hasn't really got started yet, and could be just vaporware if NSCP can't pull it off. Has anyone here gone to my.excite.com lately and set up a MY CHANNEL list of preferences? XCIT set out to beat my.yahoo.com as a portal--and they offer more information (IMHO), as well as offering an organization and format that, again, to me at least, is a lot easier to navigate than my.yahoo.com. I strongly suggest giving it a try. Not that I'd go long XCIT because of it, but because it shows that the competition is already here, and we can expect a lot more of it. David

To: Bill Harmond who wrote (8440)	3/15/1998 6:08:00 PM
From: TheBigB	Read Replies (1) \| Respond to of 27307

Netscape has clearly said that Netcenter is not how it wants to develop. Please read that WSJ article. They are acknowledging that Netcenter model is bad for the consumer and they want to work on providing a Yahoo like model. It is saying that it wants to compete with Yahoo. Yes Yahoo has become big but to think that Netscape/AOL/Microsoft cannot compete to provide similar quality in services greatly underestimates these companies. Remember : 70% of America and much of the world is not on the web yet - so the struggle to become the portal supremo - far from being over is only just begining. We are at page 3 of an 800 page book and YHOO may win - what I question is the fact that the stock price seems to reflect that it has won and that there is no going back.

To: Bill Harmond who wrote (8440)	3/15/1998 6:42:00 PM
From: db	Read Replies (1) \| Respond to of 27307

OK. Guys. I own NSCP & I wrote to Barksdale and here is what he replied - it sounds like Netscape will compete with Yahoo. Date: Sun, 15 Mar 1998 14:13:01 -0800 From: jimb@netscape.com (Jim Barksdale) Add to Address Book Reply-To: jimb@netscape.com Organization: Netscape Communications To: John Goodman <zingjah@yahoo.com> Subject: Re: Why is Netscape frittering away it's site John As was reported in last weeks Wall Street Journal we are actively pursuing the development of just such an opportunity with our Netcenter. I can assure you that no one is more interested in building traffic and consequential shareholder value than I am. Jim Barksdale John Goodman wrote: > Mr BarksdaleAs a shareholder of Netscape Corp, I am terribly > diappointed that > Netscape is not using it's higly trafficked site to compete with Yahoo. > I understand that Netscape sold it's rights to a search service to > Yahoo for 5 million $ and Yahoo has capitalized on it to build a > company that is worth 3 times more than Netscape. > I wonder why our company does not simply compete with Yahoo given that > the market values a succesful home page site more than simply abrowser > company. > SincerelyJohn (sitting on a loss on netscape shares) Goodman >