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

To: The Vinman who wrote (3353)	5/28/1998 5:09:00 PM
From: Eric	Read Replies (1) \| Respond to of 4903

who cares what nscp is going to be in 2 years? If it hits 100 some time before your 2 year is up, I will be very very happy ...

To: The Vinman who wrote (3353)	5/29/1998 10:07:00 AM
From: Jacques Tootight	Respond to of 4903

Vinman, Thanks for expanding on your position. Let's see - <They had a terrible quarter which will continue,> I seems at least some of the all-knowing, ever-wise analysts on the street disagree and have revised their earnings estimates. Don't forget they've got a pretty nice chunk of change from XCIT to put in the till this quarter. <their move to a internet portal is nothing new, competition is every where and NSCP has little in differentiation to add> While not exactly new, it is certainly a new emphasis for Netscape. I wouldn't say that competition is everywhere, there are only a few dominate players. If memory serves, Netscape currently enjoys the second largest number of daily hits on the Internet. The key is creating the differentiation you are looking for to get those hits to stay awhile. Just because they are late to the party doesn't mean they can't build a better mousetrap. History is just full of examples. <This company offers nothing to value investors,> It offers a new business plan which if successful will reward my investment handsomely. If not successful it was just another bad play like so many others in the market. Remember we're betting on the future here not the past. <the browser is now a give away> History. Already built into the price of the stock. <SEEK, YHOO and NSCP are all fluff with imaginary fundamentals...will run out soon as these companies continue to post losses.> Here I'll agree somewhat. The entire Internet sector is ludicrous, and especially the search/portal companies. The prices being paid for companies with no profits is just mindboggling to me. Who am I to fight it though and look down my nose and say a company is fundamentally vapid because it doesn't look like Coca-Cola. Making money in the market is the destination, the journey in getting there doesn't matter a whole lot. <The only trump card is buy outs/consolidation> I wouldn't say its the "only" card but this is where we are in total agreement. There will be major shake out in this business in the coming few years. The players as we know them today probably won't be around to see what they built. When this whole thing gets refined and evolves and proves that there is real money to be made the big media types will move in and gobble up these little peanuts. In my opinion there is no such thing as a LONG TERM investment in Internet stocks or ANY tech stock for that matter. There is not one purely tech company out there I look at and say I'd bet the ranch they will be there in ten-fifteen years. Tech stocks are to be watched very closely, you just can't put them on the top shelf of the cupboard and forget about them like KO or GE. All that said I'm sticking with NSCP as a 6-12 month money maker. Have a good weekend - RC