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: Jim Ash who wrote (39)	6/13/1996 5:36:00 PM
From: Larry Page	of 24154

As the sage told the doctors prescribing tagamet while buying stock in concrete companies, "Stick to what you know." I may not be a particularily savy investor, but I've been fairly succesfull as a freelance computer systems analyst. You can make jokes about "captiveX", but I've personally looked closely at the technology and it has some strong points in it's favor and is considerably more capable than Java. Add to that the large number of VB programmers that will pick up on it with little to no training and you have a veritable avalanche of applications just around the corner. I won't argue that Netscape beat MS to the market and grabbed a big bite before anyone else noticed. Many users now buy the NS browser simply because there's no other way to view the advanced features commonly programmed into the better web sites. Looking six months down the road, the story line changes dramatically. With both ActiveX and Java capabilites bundled into IE3, you will be able to interact fully with web sites designed for either of these technologies; whereas, anyone runnning NS will not be able to view all the attributes of sites enhanced with ActiveX. In my simple view, this amounts to NS being leapfrogged by MS. On the server side of the business, the same thing is happening with the close tie-in of backend database servers to IIS. I was amazed at how simple it was to link to an IIS web server the first time I tried it. Of course this race is not based solely on technology. My experience with OS/2 showed it to be far superior to the Windows platform during that time period. Where is OS/2 today? Marketing is key, and few big companies have displayed the ability to turn on a dime that characterizes MicroSoft. Summation: My money is short on NSCP, and I add more everytime it rises. As an added bonus, I'll probably win even if I'm wrong when this bloated market in general finally tips over the edge! Larry Page

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