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: John Donahoe who wrote (16918)	1/31/1998 8:34:00 PM
From: Bill Jackson	Read Replies (1) of 24154

John, You are quite right. McNealey has to face the fact that he cannot tilt at windmills. SUN has been vanquished in the share wars and the only hope is to adapt or die. If McN refuses, he will go down with the ship. He should run a parallel course with SUN OS and NT being his dual offerings. He may be bullheaded and stubborn, but he is not stupid and once he sees the writing on the wall he will change. The trouble is he cannot believe his eyes, and so keeps trying to cut his SUN prices to compete, but that will not do it. The time will come when free SUN computers will lose share<GG, asymptotic projection> However long before that he will be forced to change. It is better to change in a voluntary manner and keep the company big, than to wait until it is back to the garage again. Look at how AAPL threw away a commanding lead via dumb acts. How small will SUN get before they change?, will they get so small they become a snack for a bigger Co? Bill

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