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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator
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To: Mr. Pink who wrote (201)7/10/1996 3:37:00 PM
From: David Luckie   of 24154
 
Lotus--mismanaged, fat and lazy. Manzi literally drove the company into a wall by firing or forcing out the best people and hiring "yes men" in their places.

WordPerfect--a company that failed to see the writing on the wall when it came to GUI word processors. Their last mistake was abandoning the OS/2 version that was under development in 1994.

Microsoft--fat, lazy and very good at hype, but very poor at delivering quality products.

Netscape--young, lean, and very hungry. Run by the man that took Federal Express from nobody courier for the Federal Reserve to being the torpedo that almost sank the US Postal Service. He has built Netscape around the Baldrige Quality Criteria, which happens to have at the center a focus on business results and customer satisfaction.

Netscape has taken every page out of Microsoft's book, and is doing a damned fine job of using that book against its author. OEM deals, promulgating the technology for free while selling the tools that exploit the technology, and damn if NSCP isn't one of the best hype machines in business.

Mark my words. If Netscape continues on the path they are on now, Microsoft will join Lotus and WordPerfect as interesting historical footnotes.

By the way, I'm short MSFT at 125...
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