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

To: Winston Kim who wrote (3268)	5/26/1998 6:17:00 PM
From: chmaj	Read Replies (1) \| Respond to of 4903

You may be exaggerating. It looks like the First Call estimate was for the last three months. I just wonder, however, what was the First Call estimate for January? Maybe it was a heavy loss anyway?

To: Winston Kim who wrote (3268)	5/26/1998 6:46:00 PM
From: Gokhan Gezmisoglu	Read Replies (4) \| Respond to of 4903

Kim, You are stating you have no position in NSCP and yet you have 6 negative posts since 4:00pm. In my experience , if someone is that negative about a company, they usually take action (in this case short NSCP). I really have no position in NSCP but if the shorts are this scared there must be some upside to this stock. regards, Gokhan

To: Winston Kim who wrote (3268)	5/26/1998 7:12:00 PM
From: alfred felsberger	Read Replies (2) \| Respond to of 4903

Hi Winston, nice to see a bear @work. Only three comments: 1) According to First Call NSCP was expected to loose 29c (excluding charges) for the month January. They reported a loss of 45c (excluding a charge of 12c). So they missed by 16c - 10c (earnings surprise) = 6c. 2)Browser-Revenue was 10% of the Dec-quartal. The reported revenue for the last 4 month was 135,5 mill. compared to 125.3 mill. for the Dec-quartal. If you substract 12.5 mill. (the lost browser-revenue), you get 112.8 mill. for the 3-month Dec compared to 135.5 mill. for the last four month. Not so bad for a transition period, IMO. 2) Although they missed in the past, the market will concentrate on the future. The Excite- and Citibank- deal and the growth of Netcenter will boost the revenue of the current quartal. Dont get fooled and evaluate the past. Cover your short before WS discovers the future.