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

To: zax who wrote (4047)	8/12/1998 1:53:00 AM
From: Marconi	Respond to of 4903

Hello Zaxbowow: I think I agree with you. I do not perceive the special value in this. This is a move toward more advertising and promotion -- recent history indicates this is a modest margin in a declining margins business. I looked at NetScapes NetCenter for the first time tonight. Looks like one of the ISP's I use. Ho hum. My past experiences with NetScape's home page were irritating --relatively user unfriendly. They just seem to miss the pizzazz necessary for revitalizing the business their efforts attempt to address. Assuming a 10% margin on the Citicorp deal, there would need to be more than one deal a week to help pay for NSCP's payroll of 2000+ employees. I plan to remain short NSCP. Target in the teens within two months. Best regards, m

To: zax who wrote (4047)	8/12/1998 2:04:00 AM
From: MR. PANAMA (I am a PLAYER)	Respond to of 4903

zax....I do not own a single share of this company but am observing it since it was a very active stock volume wise monday. Just giving credit where credit is due and amazed that the Company may survive as a "new" company (non Browser). If it ever gets to 40 again I will buy puts .

To: zax who wrote (4047)	8/12/1998 11:54:00 AM
From: Michael Abramson	Read Replies (1) \| Respond to of 4903

zaxbowow, please correct if I'm wrong, but it seems to me that new COO is a very good fit for a vacant position. So this event has nothing to do with oncoming earning report. Michael.