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

To: Chet Sehgal who wrote (3610)	7/1/1998 11:06:00 PM
From: charger	Respond to of 4903

I felt the same way...why is the media giving NSCP such a hard time? YHOO, AMZN, XCIT, MSPG, DCLK, LCOS, CMGI have all doubled in less than one month and not one peep from the media! NOT ONE!!! Then NSCP finally busts out from the doldrums after FINALLY getting recognized as an internet portal leader, and everyone goes, 'NSCP up 8 points today, oh my God'!!! Why is that so frigging hard to understand??!! DO NOT underestimate the power of this breakout my friends...we are going MUCH higher. YHOO/Cap=7.8B/Q1 Rev=30M XCIT/Cap=2.3B/Q1 Rev=23M LCOS/Cap=1.5B/Q1 Rev=12M SEEK/Cap=1.1B/Q1 Rev=14M NSCP/Cap=3.5B/Q1 Rev=128M

To: Chet Sehgal who wrote (3610)	7/10/1998 10:32:00 PM
From: Chet Sehgal	Respond to of 4903

They've done it again. Microsoft has done it again. Is Steve Jobs merely a puppet in Bill Gates' hand? In the Macworld Expo in New York on Wednesday, Steve Jobs mentioned that Microsoft's Internet Explorer would be the default browser on all iMacs, prompting hissing in the audience. Although this alone doesn't mean much given iMacs' expected market share yet it underscores the pressure Microsoft's competitors are experiencing, in the absence of a level playing field, to come up with such "arrangements" in exchange for Microsoft's tacit guarantee to keep the noose off their neck. Apple seems to be doing just fine these days and they should really thank Microsoft for that. If Microsoft so desired, it could have given the "then almost defunct" company the final push into the abyss. But Microsoft has to show the world that they are not a monopoly. For this purpose alone is Apple still alive. Microsoft may even go as far as allowing Apple to increase market share, but only to an extent, mind you, not beyond. Microsoft simply has too much power because of its operating systems' monopoly; further it has the inclination, actually a deep-burning desire to annihilate competition. All they do is throw an army of mercenaries to first blatantly imitate, then (try to) improve a competitor's product and then often bundle it into its operating system. Stand-alone products can and are easily subsidized by revenues from their monopoly products. This gives them an overwhelmingly unfair advantage over "competition". Wouldn't we all like to see how these entities fare in a truly competitive environment once Microsoft is broken up into independent components? There will then be no hope of Pa-Bill being there to save their behinds, will there? That will be fun; pure and unmitigated fun. Chet