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

To: MIKenn who wrote (3620)	7/2/1998 8:34:00 AM
From: MR. PANAMA (I am a PLAYER)	Read Replies (1) \| Respond to of 4903

Do not like this company...its product...its crybaby attitude towards MSFT...BUT is this the OLD NSCP... GRIM is Compelled ....absolutely Compelled to Re evaluate NSCP and its New Image ..... Also I am absolutely Compelled to Look at the huge volume ..."Breakout"...Momentum....etc.... GRIM....Ready To PLAY.....

To: MIKenn who wrote (3620)	7/2/1998 8:35:00 AM
From: Larry S.	Respond to of 4903

PE's do not pertain to internet stocks. I absolutely agree. Are they overvalued? Of course. Are they good buys? I think that a portion of a portfolio in YHOO, AOL, NSCP, SEEK, XCIT, etc makes a lot of sense. Stocks are evaluated based upon future expectations. The internet is the biggest paradigm change that has occurred in a long time. Internet commerce, email, communication, data access is in the beginning of a HUGE movement. The companies that have staked out positions in the new internet age are the companies to own for the future. PEs are measures of past performance. Price is a measure of future expectations. Larrry

To: MIKenn who wrote (3620)	7/2/1998 8:37:00 AM
From: Schmedley	Read Replies (3) \| Respond to of 4903

RE:[Your attempt at rationalizing based on envy of AOL or Yahoo only feeds hysteria.] Some Food for thought (since you like statistics) Comparative "PRICE to BOOK" ratios: YHOO 54:1 (that's 54 x the cash value of the company!) AOL---52:1 NSCP- 7:1 NTPA- 2:1 (they provide "Virtual Office" for Netscape) So you're inferring that you would rather own Yahoo or AOL? Now THAT is nuts! Respectfully Schmedley