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

To: EPS who wrote (4512)	11/19/1998 6:21:00 AM
From: Larry S.	Respond to of 4903

I am holding my shares at this point. While I am cautious after this move up, remembering what happened the last time we hit 40, I am planning to hold at least some shares for THE BIG MOVE. When I look at the movement and valuation of AMZN, YHOO, AOL, INKT, RMBS, and the silliness of ZAP, KTEL, The Globe, and other internut fantasies, I feel that NSCP is poised for a mega move here. NSCP has been viewed as a loser to MSFT in the browser war, another casualty of the Redmond Gorilla. But that masks the major moves that NSCP has made in software and portal and e-commerce positioning. I am hesitant to post numbers, but if NSCP has even a fraction of the valuation move that other internets have had, it should easily be over 100 soon. It is interesting to read the recent posts here on this thread (BTW, we are now high on the list of SI Hot Topics), with some saying Whoo Whoo and others saying dump. The reality is that the perception of NSCP is undergoing a major transformation, at internet speed. While there isn't any money to be made by providing browsers to AOL (which is far from a done deal), there would be a tremendous amount of recognition of the strength of NSCP as the only viable alternative to IE, at least currently. And don't forget the power of "eyeballs". Eyeballs are really the name of the game. YHOO, NSCP, AOL, MSFT (MSN), and others are in the second inning of a major turf game, to grab position in the internet battle. It is also important to remember that there has been no reporting of a takeover of NSCP by AOL, just the possibility of an equity investment. At any rate, I, and my portfolio valuation, are greatly enjoying this move. Larry