SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: stocks1234 who wrote ()6/9/1996 1:11:00 AM
From: Chip Rodgers   of 24154
 
This is exactly the logic employed by the herd of investors that ran up NSCP on its opening day.

It may be true that one day NSCP will be where MSFT is today, but why do people act as if it is a foregone conclusion?

It took MSFT 20 years to get where it is today with many decisions and "lucky breaks" along the way that could have just as easily sent the company foundering.

Netscape has a good product. But it is just one product (basically). MSFT has a LOT of products. MSFT also has a LOT of bench strength. If you want to do cool things in software today, where do you want to be? (Read the current issue of Wired describing the attraction that MSFT had for several pioneers/leaders in the 3D graphics software industry.) And finally, as large as it already was, MSFT has just doubled its R&D budget.

Good luck to NSCP investors. I'll put my $ on MSFT.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext