Microsoft, Netscape Fight For Intranet
Two principal intranet models have emerged with the winner
taking the corporate market. I'll characterize the models as the
Open model and the Microsoft model. Netscape has helped define
and promote the open model by providing systems that have
evolved from development of Internet standards. Consequently,
Netscape's intranet offering is the only solution which can
seamlessly run across the Internet and intranet without the need of
conversions, gateways or redundant application development.
While Microsoft promotes its Internet and intranet strategy, the
company continues to treat Web software like Windows PC
software. For example, while Netscape supports all of the popular
databases and platforms, Microsoft does not. Furthermore,
Netscape's tools and server software are based on Java
technology. In comparison, Microsoft is still amassing a tools
strategy dependent on ActiveX while only providing mixed support
for Java.
The companies are taking two entirely different approaches to the
intranet market. Netscape is building tools and capabilities for a
new platform--the Web platform--rather than building applications
for the desktop. Netscape has been spearheading its universal client
and servers to become horizontal platforms to run this new genre of
Web enabled software, rather than vertical products such as
spreadsheets. Microsoft continues to see its Internet Explorer as a
component of its operating system, a static software program that
adds functionality and "exploration" within the Microsoft centric
framework. Netscape is providing the foundation for advancement
by using tools such as Netscape's LiveConnect, Java applets,
Plug-Ins, and traditional applications.
Although Microsoft is expected to have a strong quarter and make
a series of announcements next month to emphasize its commitment
to the Internet and intranet markets, Netscape continues to be very
well positioned. Netscape's focus on intranets will lead it to an an
impressive June quarter exceeding expectations. Netscape will also
show strong growth both on the client and server side of its
business and its intranet sales. Microsoft will be Netscape's key
challenger, but they will have a tough time unseating them.
Daniel Rimer is an Internet analyst for Hambrecht & Quist. He
will appear bi-weekly. |
