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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator

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To: Reginald Middleton who wrote (19510)5/20/1998 10:52:00 AM
From: Daniel Schuh  Read Replies (1) of 24154
 
Uh huh. Nobody ever said Dell wasn't a good company, or Michael Dell wasn't a good businessman. The general assessment here and in the press, though, was he set the standard for embarrassing obsequiousness at the Senate hearings. That probably made perfect sense, from a business perspective. The truth the markets tell us may be that embarrassing obsequiousness to Microsoft is economically rational. It may well be essential for the OEMs, as a matter of fact, given the commodity nature of the hardware. One way for Dell to differentiate, I guess.

I wouldn't know, though, I defer to Reggie as the clear expert on that particular standard. I don't think Dell had much of a handle on any other kind of truth before the Senate, but that wasn't why Bill invited him, was it?

Cheers, Dan.
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