MSFT Internet Explorer vs. NSCP Navigator Message Board

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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator

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To: Harvey Allen who wrote (23914)	4/25/2000 2:51:00 PM
From: Reginald Middleton	Read Replies (3) of 24154

I find it very hard to believe that MSFT does not the extant code to run micro. Do the Windows CE codebase and Embedded NT projects seem like they are capable of making inroads to you? I personally think that Palm will lose its proportionate amount of market share if they do not modify their form factor. The Psion Revo is currently the best bang for the buck, and when the CE devices adopt that form factor, the power of Windows will quickly shine through. It is simply a matter of time before cellular technology is merged into devices such as the Revo, eliminating the standalone cell phone as we know it. I personally think that splitting up Microsoft will not solve the problem of reduced competition. The reason why most software developers develop for Windows is due to superior market share. Splitting Office from MSFT will do nothing to alter that reality, and the new Office company will (should, without govt. intervention) wish to make prudent decisions just like every other company. Therefore the bulk of their development work will be on the Windows platform and the WAN/Internet platform, where the path of least resistance (due to an extant code base) and majority market share would follow MSFT Windows technology both on the client and the server. The problem with the governments proposed remedy is that is is a solution in search of a problem. Consumers are not ony comfortable with, but demand a common platform and common file format. I cannot see that changing, despite the govt.'s short term win in the court room. As for investment oppurtunities, of course I see some, but I do not think the big money will be in companies attempting to go head to head with MSFT in their core competancies. I think the money will be in wireless and distributed software services, and the new business models that they bring about.

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