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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator

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To: Gerald R. Lampton who wrote (3201)11/20/1996 1:53:00 AM
From: damniseedemons   of 24154
 
By the way,

I can see how "Free IE" is defensive.

However, ActiveX is definately offensive.

>Even their deal with the Wall Street Journal is defensive.

How? Isn't "Inbox Direct" defensive then, too? Moreso even, since MSFT came out with content bundling first. No?

>The whole purpose has been to protect Windows by doing everything possible to keep people from using Navigator and keep Netscape software off the PC desk top.

As usual, Jerry, you can look at this from both sides. I can argue that Netscape is doing everything possible to keep people from using Windows as their primary interface. However, I personally see this as offensive, instead of defensive. Through your eyes, though, what NSCP is doing should appear defensive.

>Somewhere I read a quote by Bill Gates or somebody at Microsoft who said that if someone could come up with a way to expand onto the internet while hanging onto the Windows franchise, they'd have a job at Microsoft in an internet second.

There is no miracle solution to this problem, so no one is going to get a job at Microsoft in an internet second. Rest assured, though, MSFT is doing a terrific job of expanding both their internet and desktop presence. I just can't beleive that you aren't seeing this. A year ago, MSFT's stock was getting hit, and downgraded by longtime MSFT bull, Rick Sherlund (Goldman Sachs), due to concerns that MSFT had completely missed the internet train.

Last year, they were laughing at them. Microsoft and the internet was the biggest joke in the computing world. A year later, everyone sees MSFT as a majo/scary internet contender/threat. Not to mention that MSFT's stock had exactly doubled since the low of 79 3/4 which it reached.

In all respects, "you've come a long way, baby."
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