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

To: Dr. Id who wrote (4751)	11/25/1998 7:30:00 AM
From: HECTOR RUBERT	Read Replies (1) \| Respond to of 4903

Good Morning, Jeff I've been thinking the same thing. I expect some dis-balances in the pricing (not a lot, maybe 2-3% swings). Smart investors will track NSCP and get in when a drop happens for maybe 2% gain as it relates to AOL. I definitely believe that NSCP shareholders will get an almost free ride as AOL will continue to rise to price the full valuation of the new company. Risk of no deal is very low. The companies synergy has been the main focus of discussions by analysts and MSFT (although concerned) needs the deal to close for their DOJ negotiations. This is the only ACE in MSFT's deck since the DOJ trial began. I will buy more NSCP whenever dips occur below 43% conversion. I feel very BULLISH on NEW AOL!!! Hope this makes sense, Hector

To: Dr. Id who wrote (4751)	11/25/1998 10:47:00 AM
From: Guardian	Respond to of 4903

RESEARCH ALERT - AOL <AOL.N> target price raised NEW YORK, Nov 25 (Reuters) - Lehman Brothers said Wednesday that analyst Brian Oakes raised his price target on America Online Inc to $110 a share from $75. -- Kept a buy rating on the shares. -- Said deal to acquire Netscape Communications Corp <NSCP.O> "makes a lot of sense" financially. Also cited alliance with Sun Microsystems Inc <SUNW.O> as positive. -- In a note, Oakes said: "Given the strength in AOL's current business and limited financial risk in the deal, we feel comfortable raising our target price to $110 even though we realize valuation is being stretched - but this is the Internet and AOL is the dominant company." -- Shares rose 7/8 to 92-14. REUTERS Rtr 10:13 11-25-98