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: Reginald Middleton who wrote (3038)	11/16/1996 2:56:00 PM
From: Gerald R. Lampton	of 24154

Reg, what's your view on Microsoft's current valuation? Is it overvalued, undervalued or fairly priced? What are its short-term, medium-term and long-term prospects? How do Microsoft's prospects compare to Netscape's prospects? Which company will have the bigger Market Cap in five years? And, finally, let me drop the big one: which company has the one true religion? :) When you've given us your analysis, I'll let you know what I think. BTW, re your comment a while back that "Wall Street loves this stock": did you catch Steve Ballmer's comments on the PC Week interview (http://www.pcweek.com/radio/welcome.html) where he said that Microsoft was not in the past doing as badly as Wll Street thought but that, now, maybe it's not doing as well as Wall Street thinks?

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