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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator

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To: Reginald Middleton who wrote (16004)1/11/1998 10:13:00 AM
From: Dermot Burke  Read Replies (3) of 24154
 
What role is left for exhausted Netscape? It seems they are not the players they were a year ago.Convergences are hyped and Netscape isn't a part of it.This could be a positive,but in ther near term it doesn't appear that way.Has Bill (excuse the phrase) disintermediated Netscape yet? Is Netscape on the verge of blundering into irrelevance? I am considering closing my position in NSCP and buying ORCL here ,since they are essentially the same price.The upside for orcl would seem more likely, but knowing my recent luck,my selling NSCP would be a buy signal.I agree with Chaz on his assessment of NSCP's strategic decisions ultimately being dictated by Redmond,unfortunately.In retrospect I think NSCP has done everything too grandly(I am particularly suspicious of the aquisitions-would GE let Actra go if there was something to it beside press releases?like revenues hint..) and has missed the point mostly that the consumer market drives the businesses that NSCP should be selling into,which begins and ends,don't you know.with the browser and the super website.For the hipp perspectivehttp://motherjones.com/mother_jones/JF98/burstein.html
motherjones.com
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