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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Suresh who wrote (18411)11/18/1998 9:26:00 AM
From: Iris Shih  Read Replies (2) | Respond to of 67921
 
NSCP & aol :http://dailynews.yahoo.com/headlines/ap/financial/story.html?s=v/ap/19981118/bs/aol_netscape_1.html

Matti, good pick.

Iris



To: Suresh who wrote (18411)11/23/1998 11:58:00 PM
From: Clint E.  Read Replies (1) | Respond to of 67921
 
Hi Suresh. Let's make an assumption that AOL is paying $4B just for NCSP's Netcenter and that NSCP's enterprise software will go to SUNW. How does NSCP's traffic/membership/advertising revenue compare against YHOO?

YHOO's market cap is now $25.4B compared to NSCP's $4.2B. I cannot imagine YHOO's page hit, membership, and most importantly advertising revenue being six times that of NSCP.

Any idea?

Thanks;

Clint



To: Suresh who wrote (18411)11/24/1998 12:38:00 AM
From: Clint E.  Read Replies (1) | Respond to of 67921
 
One more thing, Suresh. I suspect that Times magazine 1998 Man of the Year will be Greenspan.

I recall that when the net stocks pop on a Friday and then go crazy on the following Monday, they spend the rest of the week consolidating.

Clint.


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