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

To: Frank Arena who wrote (3218)	5/26/1998 10:23:00 AM
From: charger	Read Replies (1) \| Respond to of 4903

Good call so far...I thought the street was expecting weak numbers, but today's action would indicate something worse. I for one am buying a bit now, and will buy more if we go lower later in the day. I would have given my left nut to have NSCP at 23 a couple of weeks ago, so I've got to go for the fire sale shakeout. At this level, this company begins to look appealing as a takeover candidate once again. I think we begin the shift to portal company very soon in the mind of the street...good luck.

To: Frank Arena who wrote (3218)	5/26/1998 10:27:00 AM
From: Frank	Respond to of 4903

FRANK, Did you ever watch Nickelodian? They've got this cartoon called, "Insideout Boy." What is the source of you gut feel? Instanet trading? CNBC without comment? What? Did you talk to anybody at NSCP? Are you evaluting any of their products/services? Is there some secular trend in earnings you've uncovered? Have you noted a sudden change in R&D expenditures? Do you feel the impact with Yahoo is significant, and if so why and what monetary impact? Please understand, I'm not picking on you, but what is the basis for your, "Gut feel?" My gut tells me your wrong. I've read the reports, reviewed the press items, talked to the co, reviewed their products, looked at the financials (which cannot be trended because of comments in the 10K), considered DOJ implications, etc. When the stock drops on no news, its pure guts from people who don't know a hill of beans. Please confirm, by sharing your ideas on why your not a one of these individuals.