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To: balu vishwanath who wrote (53)	7/7/1998 10:07:00 AM
From: Copeland	Respond to of 137

NSCP might be in better shape, but it still moves with the rest of the Internet issues and will fall when they fall. If the Internet stocks are going to crash, the impetus will be in the form of mediocre to bad earnings from Yahoo (i.e. negative earnings once again) which I'm betting on. Certainly either way, the chances are good for a temporary post-earnings sell-off which is when I plan on covering if the future looks bright for YHOO and dark for me.

To: balu vishwanath who wrote (53)	7/7/1998 10:11:00 AM
From: Steve Andrew	Respond to of 137

Balu... While I agree with your business split idea...it would add value to the NSCP biz model ( only in so far as a shareholder will have the choice of which biz to own) you don't seem to understand that this Internet mania is 99% hot air and that these stocks and their business models will prove unable to sustain the present stock valuations, even some years from now. NSCP is a bloated, top-heavy, over managed company with NO real demand-driven asset that can be converted into a leveraged play. NSCP, the stock, is being driven by this mania and will suffer accordingly. Momentum is fickle by nature and will ultimately adhere to the laws of gravity, dragging down the artificially inflated. Your theory about $$ moving from YHOO into NSCP is not sustainable and suffers from callow logic. I am afraid to say, but NSCP is a stock of the past....not one for the future. Good Luck though as short-term trading will be profitable form both sides.