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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator
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To: Bill Harmond who wrote (3101)11/18/1996 3:09:00 AM
From: Gerald R. Lampton   of 24154
 
>Microsoft should pare back it's content dreams and stick to
>publishing competitive software products.

If you are saying they should bail out of "content" and stick to infrastructure and office suites, I have to disagree with you. The only legitimate way for Microsoft to create and perpetuate a monopoly is by creating a brand name franchise, i.e., by becoming the Disney of the software world. The easiest way to do that is to move up the food chain to areas of higher value added, where products are not commodities and competition is less stiff.

Between the paradigm shift to internet standards and network based computing on the one hand and the growing competition from intranet market leader Netscape and others in the infrastructure and business applications fields on the other, Microsoft will be dead if they don't move up the food chain to content, concede leadership in the OS/internet infrastructure field, and realize that without radical revisions, their office suite applications will soon be dinosaurs.
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