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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?


To: Rev Paris Green who wrote (6079)4/3/1998 1:28:00 PM
From: craig crawford  Respond to of 18691
 
I tried NSCP a couple weeks ago. Couldn't bust through 20 so I got out with by the skin of my chinny chin chin.

I do agree that NSCP is so hated now that I can't imagine there are any sellers left. You would have thought that they would have decided that maybe NSCP was a sell.

They do have a powerful brand name going for them. Too bad they aren't savvy enough to use it properly. These things are all about perceptions. NSCP does more internet ad revenue than YHOO, but since everyone believes their prospects are declining, they get a market cap 1/3 of YHOO. NSCP's internet ad revenue is growing exponentially like YHOO's to boot. From just a few million a couple years ago to almost $100 million today. If NSCP had the same ad revenues but was a rising star, it would have a market cap of $5 billion.

On the other hand, I read somewhere that there was still heavy insider selling in NSCP even at these depressed levels.



To: Rev Paris Green who wrote (6079)4/3/1998 2:45:00 PM
From: Dale Baker  Respond to of 18691
 
Remember those films of nuclear explosions? That's what the Dept. of Justice would do if MSFT tendered an offer for NSCP.

One of these days, Uncle Sam will realize that browsers are like word processors, spread sheets and antivirus programs. Just another wrench in your toolkit. For the foreseeable future, however, MSFT couldn't touch NSCP, IMHO.