Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Larry S. who wrote (3953)	8/4/1998 10:48:00 AM
From: Marconi	Read Replies (1) \| Respond to of 4903

Hello Mr. Shapiro: Intrinisic value? I don't get it and I am skeptical. Please put a dollar amount on your perception of intrinsic value in NSCP. I add NSCP's oft-vaunted management seems more often to lack a basic grasp of business and have made several blunders. I am somewhat biased for NSCP, having spent money to deliberately subsidize them to further their resistance to Microsoft's advances. However they allowed a dominant market share (admittedly unprofitable) in browser software to go through their fingers. Normally management is expected to strengthen their strengths and shore up their weaknesses. Surely, early on, Microsofts' interloping should have been dealt with more appropriately. Now, NSCP confuses me --they seem to be more interested in finding the popular identities to continue to raise public funds. NSCP's primary business is raising money, not running a going concern; hustling scrip is not a long term proposition. I suspect a share price in the teens are more likely to be over their shoulder in the near term confusion of what business(es) they are entering, than continued speculation into the 40's. There needs to be an enormous sloshing of around of money in the markets with little thought as to where to put it to fuel a price in the 40's. I think it prudent to sell NSCP, AOL, YHOO on relief rallies short term. You will be able to buy in again at a lower price. Better to ride the direction the economics take a firm, than counting on continued contrary economic stock price effects. Best regards, m

To: Larry S. who wrote (3953)	8/5/1998 5:27:00 PM
From: hamster	Read Replies (3) \| Respond to of 4903

Netscape rumor: takeover in the works... "IBM Corp. and Sun Microsystems Inc. are scheduled today to unveil the results of their joint development project, JavaOS for Business, and pose it as a thin-client alternative to Microsoft Corp.'s Windows for desktops on a network Rumors on the street say IBM will not deny it has entered into a letter of intent to acquire Netscape Communications Corp. to fulfill this purpose. Netsacpe Communications is the only thin-client platform aside from Mircosofts Internet Explorer to carry out such a purpose. Oracle Corp. is also rumored to support this advancement. "Sun's vision of open-standards network computing is increasingly being viewed as a cohesive ideology that fundamentally confronts the current "Wintel" model (Wintel refers to Microsoft's Windows operating system running on Intel (Nasdaq:INTC - news) chips, which together dominate and dictate to the PC market). Companies like Netscape (Nasdaq:NSCP - news) , Oracle (Nasdaq:ORCL - news) and IBM (NYSE:IBM - news) won't shed any tears if the Wintel stranglehold on PCs is broken, and they all have jumped behind Sun's Java programming language and are collaborating in a number of alliances with Sun aimed at advancing the network computing front." - The Online Investor Netscapes intentionally depressed stock price and past stock activity happen to be a single indicator a takeover could be on the horizon. We'll know if these intentions will solidify in the next couple of days."