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: Gerald R. Lampton who wrote (3104)	11/18/1996 3:34:00 AM
From: Bill Harmond	of 24154

>>The only legitimate way for Microsoft to create and perpetuate a monopoly is by creating a brand name franchise, i.e., by becoming the Disney of the software world. I knew Walt Disney. Walt Disney was a friend of mine. Bill Gates is no Walt Disney. Seriously, Disney is a 60-year-old franchise. They've been creating, branding, and storing content since Tugboat Willie. How many film animators were there in 1937? It's much easier for Disney to leverage its content inventory into computer software, than for Microsoft to climb the content chain. They may do it with gaming, but games are as perishable as lettuce. Played Myst lately? How many flight simulators are stocked at Fry's? Microsoft doesn't have much of a chance in television if the big three are hemorrhaging...there are simply too many choices. MSNBC is retro-investing. Maybe he should buy a Packard dealership...at least he could keep overhead low. The Web is too diffuse for the economics of scarcity to apply, which is where the rubber meets the road in the content game. Content on the web is being driven by the stuff we do here...collaboration. Netscape has it right...don't try to author and control content, simply enable it. As Jim Barksdale is fond of saying, "Keep the Main Thing the main thing." Bill Gates is smart to be building up his image library, but I don't think it's owned by Microsoft...it's his personal property.

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