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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator
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To: Bill Harmond who wrote (10)6/6/1996 2:26:00 PM
From: Bill Fischofer   of 24154
 
I was referring to client OEM agreements.

I don't think the server OEM market will become significant until after the impact of the introduction of NT 4.0 can be assessed.

On the client side, I'm not aware of any PC manufacturers preloading NSCP on their boxes. ISPs are typically bundling back-level freeware copies of Navigator. Have you looked at what AT&T is actually shipping with their WorldNet service? It's a "customized" browser based on Navigator 1.2. Since both AOL and Compuserve will soon be littering our mailboxes with shiny new CD-ROMs containing copies of IE, I'm not worried.

There is no question that Navigator leads the "most installs" race today. But looking out 2+ years the picture becomes far less clear.
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