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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator

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To: Reginald Middleton who wrote (14349)11/23/1997 4:09:00 AM
From: nommedeguerre  Read Replies (1) of 24154
 
Reggie,

<If Visicalc leads to Lotus leads to Excel then what is to keep Excel from leading to spreadsheet@www.companyX.com? Microsoft has to establish itself on the Internet or relegate itself to being a niche market of "stand-alone" software products. Sound familiar.>

> Sounds like you got the message.

No, sounds like Microsoft has gotten the message about relying on the future of "standalone" desktop software.

>The red color of the pain on Volkswagons ensures that aunt May's fried liver has peppers on it.

Been reading your copy of The Naked Lunch again, I see.

>..it is quite difficult for a company to take an original idea from conceptualization to majority market share profits. There are too many entities who are in a better position to benefit from the inital R & D, that have not consumed excessive resources in developing it.

What should a company do with "excessive resources" under the new amended Regimodel R&D driven philosophy? Is R&D just a buzzword to you or what? Here is a small list of failures who use proprietary research in their futile attempt to gain market-share: Intel, IBM, ATT, DuPont, Boeing, CISCO, HP, Xerox and the entire plastics industry. The backbone of our economy is made up of companies who are quite capable of taking full advantage of their research if they so choose. You can always find the 'exceptions' where poor business judgment negates any technical lead the company had, but it was not the 'excessive' cost of the research that caused them to lose market-share.

> That is why you see MSFT take other's ideas, add their own R&D, and voila market share madness. We shall see if that is true with Sun's Java.

You forgot to mention the "leverage" afforded them by the ever-present Windows platform. We control the horizontal now we can work on the vertical, eh. As far as Java goes -- it seems to have a higher market-share of shelf space at Barnes' & Noble. Apparently the literate of society prefer it over casual Windows reading.

To research or not to research, this theory can be explored further at: rcmfinancial.com

Cheers,

Norm
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