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

To: SKIP PAUL who wrote (4770)	11/26/1998 2:40:00 PM
From: Stephen	Respond to of 4903

As I have stated previously .... everyone's disappointed with the price, including me. However ... I am very excited by the merger and at this stage a little more patience will probably pay-off. Heck, longterm Netscape stockholders have held this underperforming icon with admiral tolerance imho. What was lacking was management ... and that problem, whether I like AOL's or not, is about to be addressed. If everyone wants a quick $, then perhaps COOL or EGGS is the place to be ... but when they go back down to their old price, NSCP /AOL will be climbing to new highs. Have a good holiday everyone Stephen

To: SKIP PAUL who wrote (4770)	11/28/1998 1:58:00 PM
From: HIA	Read Replies (2) \| Respond to of 4903

Well...the stock doubled from the low twenties and it now moves as the AOL stock moves...Hasn't AOL been trading like an internet stock?... But AOL and Netcenter will be operated separately...Why?...Well...AOL is a ISP via phone lines and is only available to AOL ISP customers...Netcenter is a portal site available to anyone...Now AOL conceivably loses customers...as the future unfolds...to the pricing structure (multi-service on one residential line) and high speed performance of cable TV ISPs...and the portal sites gain customers as the cable TV companies become ISPs...So if AOL loses on one hand...it gains on the other with Netcenter... Also a merger is not a demise... But I did want 1/2 share of AOL to 1 share of NSCP...