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: Gerald R. Lampton who wrote (13994)	11/9/1997 4:46:00 PM
From: Bill Harmond	Read Replies (1) of 24154

>>They have the number one brand on the web. They are the fastest growing software company in the world. They are kicking a-- against the most powerful software company in the world, who, in order to compete, has to give its product away. Overall, not at the moment, Jerry, although I was intrigued by H&Q's analysis that Netscape's product revenues in the US grew 30% sequentially in Q3. If that is true, then the Netscape-is-dead school better hit the books. The problem from an investment point is that the tools business (just like the client/server tools business before it) becomes a commodity business. A web server becomes a web server, etc. The big guys roll this stuff into their product lines, and the differention ends. That's why keeping market share is so important. As far as leading Internet brands, I think Yahoo (and perhaps CUC, Amazon and others) are more intriguing once the markets find sane (perhaps despondent) levels.

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