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

To: Bob Kimball who wrote (3317)	5/27/1998 2:34:00 PM
From: Ted Shelton	Read Replies (1) \| Respond to of 4903

NSCP = Ashton Tate? NOT! Amongst some participants in this thread, there is a common theme that NSCP has created a "black hole" in January. Press and analysts seem divided on this description. Unlike Ashton Tate, as Bob Kimball offered, NSCP truly is in a transition phase to a new business model. The interesting thing is not the charges they took in January. The interesting thing is the momentum they have in their new business model. AT never had this kind of momentum, and they were not transitioning their business to adapt to the biggest change in media since television. With NSCP it is all about execution -- can they hang on to what they have already created? Can the build upon this base? It is their's to lose at this point -- a very different scenario than Ashton Tate found themselves in... my $0.02