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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator

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To: Gerald R. Lampton who wrote (10739)7/7/1997 10:20:00 PM
From: Carlos Blanco   of 24154
 
>Microsoft's need to protect its core software market also hurt it.
>Because it was trying to encourage users to upgrade to Windows 95
>and Windows NT, it released its most advanced browser for those
>operating systems first. Yet even now more than 70% of corporate
>PCs are still using older versions of Windows. The fact that Netscape
>runs on more kinds of computers was another selling
>point in big companies, which usually have a variety of systems.

True, not shipping the 3.1 browser sooner or bringing the UNIX development in-house was a mistake. Hopefully we've learned from it. Still: I'd rather have the current situation over a hypothetical situation where we do have a UNIX product but IE3 had shipped with less features and compared unfavorably to Nav3. Bottom line is we need to ship good browsers for both the more popular UNIXes and Win32, this is a market requirement which we see quite clearly. But the Win32 browsers are and will be the most critical/leveraged--even Sun and Netscape have biased their release dates and schedules to give Win32 priority over other platforms.

>Worse followed. Because Microsoft tied its browser closely to its operating
>systems, it has fallen behind in the race to develop new features: it will not
>release its fourth-generation browser until later this year, six months after
>Netscape

This is highly debatable, so I'll disagree. Version numbers are pretty meaningless when comparing two different products (we're as guilty of version fudging as anyone else, e.g. NT3.1 was really NT1.0 and so on). In our humble opinion IE4 is taking longer because it simply does more (many features having been pulled in from IE5, I won't bore you with the feature comparison which you can read for yourself at microsoft.com. I guarantee you that the Win32-specific feature (shell integration) is not taking any longer than anything else--even if it were ready now, final shipment would still have to wait for the other features to catch up.

--Carlos
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