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

To: mr.bill who wrote (3062)	5/6/1998 7:11:00 AM
From: Leo Francis	Read Replies (1) \| Respond to of 4903

Bill, please remember, I have been trading NSCP for over 2 years now. Both long and short. When NSCP's fundamentals changed last Q, I traded only on the short side. As I stated, it now appears the fundamentals are changing, (although admittedly, not proven yet) and thus I have a relatively small trading position. I think the new business model will spark the momentum flame once again with NSCP. Especially with positive earnings. The recent bravado by NSCP management seems also to indicate a fairly positive Q report coming. We may now see a race between other internet companies to ally with NSCP. On the negative side, I am not impressed with the current talent pool of Excite. We'll see. Also, technically, recent supports have triggered buy signals. However, my current trade is mostly based on the business model change, as I like confirming fundamentals to support the TA. My short term target (3-6 months) is $48. Good Trading, LF