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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator -- Ignore unavailable to you. Want to Upgrade?

To: rudedog who wrote (21930)	12/4/1998 2:36:00 PM
From: Andy Thomas	Respond to of 24154

Regardless of whatever MSFT "did to NSCP" in the browser wars, I for one always saw NSCP as highly overvalued, being somewhat of a better deal than AOL shares but not "as good as" MSFT. In the end they're all (AOL, Amazon, MSFT, NSCP, YHOO, etc.)highly overvalued to me. I forgot though; this is the "new age" where P/B ratios aren't a factor. FWIW Andy

To: rudedog who wrote (21930)	12/4/1998 6:37:00 PM
From: Keith Hankin	Read Replies (1) \| Respond to of 24154

Are we to believe that NSCP is comparable in value to a 40 year old icon of the business, with a huge patent portfolio, great technical resources, and an ongoing business with the performance I described above? The valuation of DEC was based upon how other computer hardware companies are evaluated and based upon annual revenue growth. Software companies and Internet companies are evaluated with much higher price-to-sales ratios because they typically have higher annual growth rates, lower costs, and, at least theoretically, better long-term potential. Whether you buy into this or not, the market sure has.

To: rudedog who wrote (21930)	12/4/1998 7:34:00 PM
From: Bearded One	Read Replies (2) \| Respond to of 24154

Whatever your personal view of Netscape's valuation, the stock market as a whole values internet stocks at a very very high premium. This is of tremendous benefit to those companies. Netscape was the king of the hill as far as valuation until Microsoft started to 'cut off their air supply.' It's been common knowledge on the street for a long time now that Netscape would have had a much higher valuation were it not for the assumption that Microsoft was just going to steamroll them.