How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 491.12

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3:59 PM EST

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To: Lee Martin who wrote (16193)	2/17/1999 11:25:00 AM
From: RTev	of 74651

The AOL/NSCP deal should close in MAR and that should give MSFT some more evidence that they do in fact have competition. How does that combo compete with Microsoft? I know that the MS PR spin after the announcement was that this agreement somehow affected the trial, but I just don't see it. What AOL bought was a portal. Netcenter is a good portal and definitely competes with msn.com, but I don't see much else. Netscape was gutted in the AOL deal. It's dead as a technology company. Even AOL has said it has no plans to switch its subscription service to the Netscape browser. At most, it might use it as the default browser in the next version of ICQ. Microsoft won the "browser war" even if Netscape manages to release what looks like it will be a great browser based on Mozilla 5. (And the release will actually be the big test. Are there enough good technical folks left at Netscape to actually release a product based on the great open-source code Mozilla has developed?)

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