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

To: Ed Klar who wrote (2661)	3/31/1998 7:23:00 PM
From: Backfill	Respond to of 4903

Ed, I agree, Netscape is attractive. I think the only thing keeping them down is Microsofts ability to install a browser within their operating system. People don't have a need to go pay for another browser, they already have one. Personally I use only Netscape, even though the MS browser is taking up my hard drive space. Frankly I wish MS would take it out of the OS so I could choose for myself which browser I install on my hard drive. Jeff... p.s. NSCP sure is an active company...The stock will follow suit...IMO

To: Ed Klar who wrote (2661)	3/31/1998 8:50:00 PM
From: Winter	Read Replies (1) \| Respond to of 4903

>>Netscape is a fantastic buy right now. Note the following: Market Cap Sales Income Book Value Debt/Equity Netscape 1.73b. 530.8m. -15.3m 4.93 0.01 Yahoo 4.15b. 67.4m. -22.9m. 2.62 0 Aol 14.5b. 2.04b. 23.4m. 1.47 1.22 << Thank you for providing a list of stocks that are begging to be shorted. These 3 are all grossly overvalued. Now try comparing Netscape against a software company that actually makes a profit. Doesn't stack up as well, does it? >>Netscape has the opportunity to become a portal, an isp and more.<< And ISP and more, huh? I have the opportunity to be President of the United States. Don't count on either though. Netscape is a software company that is giving away their most popular product (Browser) and selling software in the very competitive server arena. I fail to see a business model for them that will produce profit anywhere near the levels necessary to justify their current market cap in the near future. (IMHO)

To: Ed Klar who wrote (2661)	4/1/1998 2:10:00 AM
From: Keith Rowland	Read Replies (1) \| Respond to of 4903

You can't compare Netscape to Yahoo. Netscape website is popular mostly because of its browser marketshare. Netscape browser marketshare will drop because of Win98. Therefore its brandname is becoming less valuable unlike Yahoo. As far as internet api's are concerned, Netscape has been replaced by Sun. Developers don't care about Netscape anymore. It is not likely Netscape can succeed in selling enterprise software against the likes of Oracle, IBM, Microsoft. Netscape is caught in no mans land. I'm not convinced they even know how to reinvent the company.