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: Keith Hankin who wrote (16475)	1/21/1998 2:11:00 PM
From: Alan Buckley	Read Replies (1) of 24154

[Wrong!!! We knew all along that this was not going to be the case. You don't have a clue as to what we're doing to make money.] Judging by the decline in NSCP shares, I'd say Wall Street "doesn't have a clue what you're doing to make money" either. Perhaps you might enlighten us. [No, customers still need to configure the browser. MSFT has not added in RUM (Read User's Mind) technology in yet.] Whatever that means...are you arguing there's no value to the customer in having a pre-installed browser in Windows? Ironically, I suspect most Nav downloads are done with the pre-installed IE. [Kind of nearly impossible. But it's not really our fault. It's kind of like starting a 10K race when your competitor already began it 30 minutes ago. That's why NSCP is moving into areas in which MSFT does not already dominate. But it is clear that you don't have an inkling about this.] NSCPs "sales momentum" woes are entirely predictable because they've bitten off more than they can chew. Their business plan to butt heads with a large entrenched company on their home turf, system APIs, was risky at best. You don't see much venture capital for start-ups selling colored sugar water either, because the chances of out-performing Coca-Cola from scratch are slim. NSCP's plan assumed MSFT had become fat and slow like IBM did in the late 80's, in which case they would deservedly be displaced. But I believe MSFT's quick delivery of a competitive browser has proven their assumption false. That's competitive business. If by "markets MSFT doesn't dominate" you mean the corporate markets, I reiterate that NSCP should seek a large partner. IS shops are unlikely to make big commitments to a 2-year old company. It's an extra risk they don't have to accept.

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