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

To: don ross who wrote (3496)	6/20/1998 12:40:00 AM
From: Mandeep Bhullar	Read Replies (1) \| Respond to of 4903

Don, Here's the URL to the article that was published on CNET yesterday. The street.com took the same article and put their negative bias to it. I completely agree with your sentiment, "why didn't the price drop today" the news about IBM using Apache is from Thurs. news.com You may also want to read the following article on Internet Portals. news.com Regards, Mandeep

To: don ross who wrote (3496)	6/21/1998 3:54:00 PM
From: don ross	Read Replies (1) \| Respond to of 4903

I reread TheStreet.com's negative article on Netscape and noticed something peculiar. Here are 2 paragraphs from the article, one at the beginning, the other nearer the end. <"There is no way this is good news for Netscape," says Roger McNamee, a fund manger with Integral Capital Partners. "I think this could knock the stock down three points." McNamee, who is long Netscape, says that this news shouldn't really affect the share price. "But in this market, who knows," he says. "In the final analysis Netscape will live or die on the quality of its products. I'm still long because I think things like this don't matter."> Comments please!!!