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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator
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To: Bill Harmond who wrote (3327)11/22/1996 11:40:00 AM
From: Pat Armstead   of 24154
 
Bill-I wasn't in Europe so I can't "verify" the numbers you quoted from FT-but as I posted earlier the "numbers" are never accurate..
Even if they are-How much revenue was produced by giving away FREE browsers to 90% of EU?-ZERO.

I can tell you from my experience in Colombia with major biz opps with government, banks, stock exchanges etc.. ZERO SUPPORT from NSCP-Not even a FRIGGIN return E-mail...

They are under staffed and under equipped to handle any type of serious int'l threat to MSFT, Lotus and all the rest. Granted, they will get a share of the US market (with ever decreasing prices)-but the more profitable opportunities (with less competition=higher prices) are outside the US. They need to immediately hire teams of int'l experts and support people if they hope to capture a % of that profitable segment. Even now though, it may already be too late to hope to dominate any market.

Instead of focusing on development of 17 platforms-they should stick to the top 3-and sell the hell out of them worldwide. They are spreading themselves too thin in the present plan and will eventually pay the price. And, yes-I'm still short on NSCP till it gets back to a more reasonable price-I will then buy in.

I hope you were smart enough to take some profits on this secondary offering rally (no doubt manipulated by the MM's)-and were not distracted by Reg's assaults.
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