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


To: Jamse who wrote (3131)5/14/1998 9:19:00 AM
From: P.M.Freedman  Respond to of 4903
 
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To: Jamse who wrote (3131)5/14/1998 10:06:00 AM
From: Pierpont  Read Replies (1) | Respond to of 4903
 
A response in part - was given this am on CNBC Squawk Box by Seth
Tobias, hedge fund manager, who said he was buying because 1) it was portal to the internet 2 ) was transforming itself 3 ) rolling out Netcenter and 4 ) had potential of a "winning organization". His
attitude is important and instructive because it typifies the mentality of this very important segment ( think of it as cutting/or leading edge thinking ) which has been absent from this stock during the last two quarters. BTW he, ST is a former pupil or disciple of the rambuctious JJCramer of the theStreet.com.