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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 (3712)	7/6/1998 10:22:00 AM
From: Rudy	Respond to of 4903

Hi Vinman, It is simple, if you are wrong, we longs will be rewarded as you and other shorts get squeezed. If you are right, I will sell my NSCP and take my profits :). You are fighting the tape my friend. Never a winning strategy. Still wish you good luck.

To: The Vinman who wrote (3712)	7/6/1998 12:29:00 PM
From: Jacques Tootight	Read Replies (1) \| Respond to of 4903

Vinman - I see you're back. These new folks haven't heard your act before but I sure have: It may move higher tomorrow but this baby is no doubt headed much lower over the next couple of months #3335 May 27 I see NSCP below $10 in the next 2 years #3339 May 28 ..this company offers nothing to the value investor, #3353 May 28 Just some of the more insightful prognostications of the Vinster. And to paraphrase the Vinster himself; Thanks for offering NOTHING in the way of fundamentals on why NSCP is a bad buy and I was wrong on my call when I bought at $18 in January. Keep up the good work Vin, a pleasure as always, RC

To: The Vinman who wrote (3712)	7/6/1998 2:23:00 PM
From: Moneysmith	Read Replies (3) \| Respond to of 4903

This from todays news wire: According to Anthony Stoss, an analyst with Southeast Research Partners in New York, the Internet stocks have had a fabulous run because the growth opportunities in electronic commerce are turning out to be even bigger than expected. Shares of Yahoo - which, with a market capitalization north of $10 billion, may be too expensive for most would-be buyers - were recently up 18 1/8, or 10.5%, at 191. Time Warner Inc. (TWX), Viacom Inc. (VI) or News Corp. (NEWS) are also seen as likely suitors for the remaining independent portal companies, which include Lycos, Excite and YahooÝ in addition to Netscape. If Time Warner wanted to do a deal for example why pay exorbitant prices..Netscape is a relative bargain with excellent market share and brand recognition.