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


To: J. Stone who wrote (4498)11/18/1998 9:38:00 PM
From: imho  Read Replies (1) | Respond to of 4903
 
I'm not sure about the answer to your question. I hope AOL would pay NSCP. MSFT could have just written it off.

I have one too: will AOL investment in NSCP and what would that mean for company and stock price?

(By the way, anyone look at www.newhoo.com? Kind of like www.yahoo.com)

Earnings are to be reported on Tuesday (I think). There won't be any huge announcement this close to earnings. I think stock price will depend on Tuesday.

I averaged up just before the last explosion to $44. I remember that rumor was about a TWX deal with investment and content. It was just before earnings and we were in quite time.

Well nothing happened. No announcement. The price drifted into the low $20s and then Sept to $16.

Now what?



To: J. Stone who wrote (4498)11/19/1998 12:25:00 AM
From: Bearded One  Respond to of 4903
 
Browser share does not directly affect bottom line. It is a prestige item, and it may indirectly help sales of other software which works with the browser.

However, mindshare is all that matters these days. Look at Amazon, Yahoo, Lycos, etc.. None of them make any money at all.



To: J. Stone who wrote (4498)11/19/1998 6:29:00 AM
From: tradesman  Read Replies (1) | Respond to of 4903
 
"I mean, did AOL actually paid MSFT to use IE, or did MSFT provide AOL it's browser for free?"

Read so much over the past six months it's starting to get fuzzy, but, as I recall, MSFT was grasping for browser share and therefore in order to nail the deal with AOL, placed the AOL icon on desktop and paid AOL a few cents for every member that started using MSFT browser on AOL.