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

To: Marconi who wrote (3957)	8/4/1998 11:58:00 AM
From: Larry S.	Read Replies (1) \| Respond to of 4903

mr marconi - i think nscp represents a good value based upon its pricing relative to revenue. I believe its price to revenue is much more reasonable than yhoo, lcos, xcit, seek, etc. Yes, selling the browser while msft was giving it away was a major mistake. they are correcting that. and they are developing their browser dominance into portal exposure,getting revenue in return. the name of the game is making money. in order to make money you need revenue. their deal with XCIT will give them good revenue flow, their intranet capablilities and experience in setting up networks for companies, plus managing data flow is the basis of a strong business. I own aol, yhoo and nscp, with nscp being the largest position. While nscp may trade down to near 20 given the present negative market, I fully expect the stock to trade between 40 and 60 a share within the next 12-18 months. Larrry