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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator
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To: Harvey Allen who wrote (13998)11/9/1997 5:05:00 PM
From: damniseedemons  Read Replies (3) of 24154
 
Harvey, the point being, that MSFT grew faster than NSCP. As you say, MSFT has some pretty "ancient" product lines, which only makes their feat even more remarkable.

Growth in terms of internet products: Netscape's growth has obviously slown. The majority of their growth in the last Q came from service/website revenues, not product revenues (which I said was surprising considering that new revs of SuiteSpot and Communicator were supposed to be fully ramped).

Anyway, these stats would help to answer a few questions:

In browsers, IE vs. Communicator runrate is about 60/40.
In servers (read Jerry: corporate market), MSFT vs. NSCP runrate is about 80/20.
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