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

To: Larry S. who wrote (4097)	8/18/1998 4:48:00 PM
From: Thu Ra Tin	Read Replies (1) \| Respond to of 4903

biz.yahoo.com

To: Larry S. who wrote (4097)	8/18/1998 5:11:00 PM
From: Frank Z	Read Replies (3) \| Respond to of 4903

<<NSCP is the largest position in my portfolio, and i am expecting a 15 point move tomorrow - to the upside !!!! (dream along with me....) larrry >> Get real, Larry. We will be lucky if it does not head south tomorrow. I am long on NSCP. But the earning simply is disappointing.

To: Larry S. who wrote (4097)	8/18/1998 8:56:00 PM
From: Jacques Tootight	Read Replies (1) \| Respond to of 4903

Larry, Congratulations on your "gutsy" play today. You should receive your just reward tomorrow. FrankZ, Sorry, I just can't agree with you this time. Just what do you see in their report that makes you feel so negative. They matched the highest estimate and whisper number. Revenues have grown in both product areas, gross margins are up, long term debt is low, receivables are down. What do you see that I don't? It's my own humble opinion that this is a report that the street has been waiting for. It's clean, and indicates good forward momentum. The company has done a pretty remarkable job of reinventing itself in a pretty short period of time. The "boys" also like the new players that have been added to the management team. There is a very active and aggressive sales effort underway with enterprise software. I think this even more so than sales at Netcenter is what they will be rewarded for. The analysts will appreciate the fact that unlike the other "portal" companies hoping to survive only on advertising revenues, this company has a very tangible and profitable product to sell. Portal revenues and profits are gravy. THE most important clue though is that unlike after last quarters report this board isn't loaded with boo birds trash talking about cooked books and what not. They're all losing sleep worrying about covering their shorts tomorrow. Oh well, I guess we'll find out soon enough. Just another man's opinion, and if I could count on that opinion 100% I'd be on an island somewhere with an umbrella drink and a bimbo instead of here exposing great wisdom. Cheers - RC