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

To: Chet Sehgal who wrote (2863)	4/22/1998 7:22:00 AM
From: Winter	Read Replies (2) \| Respond to of 4903

>>Netscape is very well positioned to dominate the enterprise software applications market.<< Except for the presence of MS >> The enterprise market is expected to grow exponentially in the next few months as internet commerce explodes.<< References please. Exponential growth in a few months sounds like major hyperbole to me. >>Netscape is, at this moment, grossly undervalued.<< Netscape, as a pure software play is overvalued. If you combine the software products with their valuable www page traffic then it becomes difficult to place a value on them. Based on the other popular www sites I'd say Netscape's site is undervalued, but of course as you say (and I agree) Yahoo and Excite's market cap is not justified.

To: Chet Sehgal who wrote (2863)	4/22/1998 2:59:00 PM
From: Keith Hankin	Respond to of 4903

However, Wall Street is ignoring one crucial difference between Netscape and the Yahoos and Excites. Internet commerce. With the acquisition of Actra and more recently Kiva Software, Netscape is very well positioned to dominate the enterprise software applications market. Well, it's good to see that there is at least someone out there who understands what we're doing, why we're undervalued relative to other Internet companies, and why it would be foolish to sell out.

To: Chet Sehgal who wrote (2863)	4/26/1998 10:53:00 PM
From: PeterGx	Respond to of 4903

I think that NSCP's decision to enter the Internet Portal business is the biggest thing they've done since they went public. It's time to give up the hopeless and wasteful fight with Gates and take advantage of opportunities that NSCP is better suited for - An Internet Media Company. If they execute half decent, in a few years that should become NSCP's primary revenue stream. NSCP has a great position in terms of client base, technological savvy, market power, partnership opportunities, etc. The Navigator is the perfect tool to use in establishing a dominant position among the portals. NSCP already is "the Internet Software Company". Moving into Yahoo/Excite/Seek territory, which has the fastest growing revenues model of all Net ventures, should be a natural progression for NSCP, then they could just simply be "The Internet Company". Management has seemingly made a commitment in that direction. Hopefully, they'll succeed and the market will reward them. Any thoughts? PeterGx