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

To: Ted Shelton who wrote (3318)	5/29/1998 12:50:00 PM
From: Bob Kimball	Respond to of 4903

Ted, I respect your view, let's see how this plays out. A-T did have lots of momentum and lost it due to poor execution. Netscape's maximum momentum was early on before MSFT started encroaching on the server side. The software money is there and MSFT is cleaning up with IT execs since their web services are so easy to integrate into an MS shop. NSCP has major work cut out for them if they want to win as a portal and get revenues from advertising. They do have strong management talent but this is a total business transition, not easy to execute on a good day. The portal business is fundamentally an advertising play, although the savviest players will figure out how to take a piece of all the e-commerce that goes through their clicks. The advertising potential is vastly overrated in my opinion, as the total advertising market is saturated and the net will just pull of its fair share...not an unlimited growth horizon and subject to setbacks along the way. If we get a recession in the second half of '98 as I expect, the ad business for all media will get hit pretty hard. Even the folks at YHOO are concerned about this, even though they are on their way to another stupendous quarter. Time will tell.