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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator
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To: Reginald Middleton who wrote (17898)3/5/1998 10:38:00 PM
From: Keith Hankin  Read Replies (1) of 24154
 
What do you think MSFT did in December of 96? Massive restructuring, dilution of major
revenue streams (all of the free internet software and developer programs), massive reallocation
of human resources. The difference is MSFT executed properly by investing in the future. You
are incorrect in saying MSFT never had to do it, they did it jsut recently. The difference is that
they succeeded.

The restructuring resulted in dilution of potentially major revenue streams. The internet software was a new product category that did not even exist a couple of years earlier. And they were able to finance this with the huge revenue stream generated by their OSes. Apple, OTOH, would have to have sacrificed much of their largest single source of income. Quite a difference there.
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