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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator
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To: Bill Harmond who wrote (355)7/23/1996 2:29:00 AM
From: Frodo Baxter   of 24154
 
I wish you would have stated your earnings estimate before they
released, so that I know we're basically working off the same
set of assumption.

I dunno if today's Netscape movement was solely the market's
negative sentiment or if the NYT article on IE4 had anything to
do with it. If so, investors may not know a few other share-
deflating facts:

1) IE 3.0 integrated into AOL client
2) Internet services bundled in NT 4.0 Server
3) Office97's Internet connectivity
4) IE 3.0 beats Nav 3.0 in reviews by PC Magazine and c-net
5) IE 3.0's JIT Java runs significantly faster than Nav 3.0's JIT
in benchmarks, and overwhelmingly faster in some real-world
apps.
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