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, Wall Street knows what we're doing. It's just that it has been slower closing big accounts, reported a disappointing quarter, and that is why the stock has been pummelled.
[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.
I'm merely saying that the end-user has to configure the browser for their environment, regardless of whether it is preinstalled or not. How is it going to know where to go for mail, news, proxy, preferences, etc?
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.
No, although we certainly hoped it would be slow. And initially, it was slow to enter the market. And the sales for the browser have dried up faster than some may have anticipated. But it does not change the basic strategy.
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.
Yes, it is a difficult sell. Have any better ideas? |
