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: Bill Harmond who wrote (3029)	11/13/1996 5:49:00 PM
From: Bill Fischofer	of 24154

IBM "Divisionitis" The only caveat regarding IBM and the Internet is its age-old disease which I call "divisionitis". The first reaction to any newly perceived opportunity is invariably administrative rather than entrepreneurial. Witness the newly announced "Network Computer Division" which follows on the heels of the "Internet Division". These two are but the latest in a long line of administrative responses which included the "Multimedia Division", the "Client-Server Computing Unit", etc., etc. The "mission" of each of these new units is invariably the same: to "coordinate" and "integrate" IBM-wide offerings within the context of an overall domain "strategy" that the new unit now "owns". The major output of this ponderous process is invariably mountains of charts and presentation materials, along with the creation of inter-divisional "councils" and "task forces" whose purpose is to help the division head's staff "get their arms around" the "problem" that the division was ostensibly created to address. These charts are always very impressive to outsiders (IBM still excells at marketing). However, what the NSCP and MSFT competition has done is to greatly compress the pace of innovation and development into what is now a six-month "opportunity cycle". If you don't have at least a public Beta on the street within six months of an opportunity arising, you've probably missed the boat and will never catch up. No amount of slick "strategy" will compensate for a lack of ability to execute improvised plans within the context of an uncertain and constantly shifting marketplace. Until IBM gives its unit heads the full automomy to run with the market you'll continue to see more smoke than fire. Disclaimer: Despite the above, IBM is still a great investment. It has always succeeded in spite of itself.

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