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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator
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To: John F. Dowd who wrote (15329)12/22/1997 5:16:00 PM
From: mike iles  Read Replies (2) of 24154
 
John,

Why do you think MSFT is tying IE to Windows and why are they 'giving' it away?? Because the browser is the user interface of the future, the OS of the Net. If they can capture the browser market, they can continue their dominance of the industry. If they can't, then they are diminished ... albeit still a very successful company. There's only one issue here and that's: is MSFT going to be allowed to illegally leverage their Windows monopoly to own the Net. The DOJ is saying no.

When you step back and look at how big the Net is already and what it will be in 5, 10 years ... well it puts the current worldwide telephony network in the shade. Or it will ... IMO it's just totally impossible that one company will own that infrastructure. Politically, it just ain't going to happen. Already we have the President of the Phillipines going to Redmond on bended knee. Do you think the people in Washington are going to contemplate that for one minute?

Again in my opinion, MSFT would be smart to rethink their fundamental strategy because what they want just ain't in the cards. Using the OS monopoly as the cornerstone of their strategy is flawed. It's a lightning rod for the opposition. Maybe they should do something like break the OS part off into a separate company ... somehow I think it will take them a long time to reach that conclusion, if they ever do!

regards, Mike
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