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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator
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To: Scott Pease who wrote (3371)11/23/1996 1:10:00 PM
From: Bill Harmond   of 24154
 
>>Netscape's strategy seems to be : make a competitor for every product Microsoft sells that runs under communicator (or whatever its called). I am really confused what exactly communicator is going to buy me.

I think it's best to use it to understand. First, its the same price as Navigator, and is covered by all the existing subscription agreements. Secondly, it leaves user-functionality of Nav3 in the dust with better email, collaboration etc.

It's easy for you to think of Microsoft's offerings as clean and simple...extending the existing desktop medaphor to the web. That may work, who knows? Netscape is coming at it from the reverse ...extending the network to the desktop. If you are thinking of deploying anything but Wintel in your enterprise(NC's WILL be deployed...my guess is to as many as 20% of desktops. The FTD deal is a perfect example), Netscape has demonstrated how to tie it together. Microsoft hasn't.

In spite of Pat's post (50-user intranets! ...Netscapes intranet deals are in the 10,000-50,000 user scale), Netscape is the price leader by a factor of almost three over BackOffice or Notes. The rest about per-processor charges etc, is salesman mumbo-jumbo. Netscape comes in under $100, and it embraces Office applications.

Whether Office 97 is that much better a solution, I don't know. I know it's expensive and it runs on Win32 only. Win32 is certainly the platform to beat, but it's not universal.
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