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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator

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To: Gerald R. Lampton who wrote (13994)11/9/1997 3:10:00 PM
From: damniseedemons  Read Replies (1) of 24154
 
They have the number one brand on the web.

Netscape's brand name and mindshare is not what it used to be.

They are the fastest growing software company in the world.

Err, they used to be. Now they're not even close. Even big Microsoft grew faster than them last quarter!

They are kicking a-- against the most powerful software company in the world.

Well, they used to be kicking ass, but not really any more.

Gosh, Jerry, if you notice, you seem to be living in the fast with your Netscape analysis. They "used to be" everything you say, though no longer.

Damn right.
It's called the "corporate market."


...Where WindowsNT (read: bundled with IIS, IE, Exchange, etc., and integrated with BackOffice) has more momentum than a freight train.

Based on my "Netscape is doomed" indicator, I'd say it's about time to pick up some more stock.

You mean in the whole market with tens of thousands of stocks, you can't find one better than Netscape in invest in?!?!?
exchange2000.com

You may also want to re-read this post.
exchange2000.com

Sal

PS. You seem to be big on software for the corporate market, so maybe you should take a good look at SAP (SAPHY) and PeopleSoft (PSFT). And if you don't own it anymore, SEBL.*

*DISCLAIMER: The market is quite shakey at the moment. I'm saying these are great stocks to own, but not neccessarily today.
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