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

To: Stephen who wrote (4710)	11/23/1998 9:33:00 PM
From: Narotham Reddy	Read Replies (1) \| Respond to of 4903

>I fear that the price is going to be a disappointment, however, if >the deal gets called off .... where is NSCP going to go .... but >down. Who wants to take what could be a 10 point drop ... even short >-term .... Remeber: How the BT/GTE set these bidding wars' precedence. And in the end it was WorldCom which won MCI, paying a hefty premium. The NSCP/AOl deal is taking more time than what AOL has anticipated. The above scenario may perhaps be relevant here. Given these stocks valuation and the general market condition, NSCP perhaps can demand more, all IMHO.