SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Netscape -- Giant Killer or Flash in the Pan?
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: niggl who wrote (3641)7/5/1998 5:55:00 PM
From: Vikas Deolaliker  Read Replies (1) of 4903
 
So NSCP has the last laugh. Wasn't it Microsoft which wanted to earn $.02 for every transaction in the e-commerce world? It turns out now NSCP has that opportunity. A trillion transaction carried out from Netcenter (closely coupled with Navigator) will result in $10 billion of revenue every year. That would beat MSFT's revenue from Office and Windows. NSCP needs to do the all of the following though

1) Tighly couple Navigator with Netcenter. Navigator should have a component called shopper in addition to communication, messenger etc.

2) Sign deals with large business on a flat fee plus per transaction commission basis

3) Use the software expertise to help companies develop the e-commerce infrastructure.

People have been comparing sales ratio. However, that will not work for NSCP because we don't know the sales of NSCP from these deals. I think 4:1 sales ratio for sales$ from software is fair value for NSCP, given that it was competing with MSFT.

The 50:1 ratio for sales$ from advert, media deals is still undervalued. Remember ABC paid NFL upwards of $7b for rights to cover NFL for 5 years. This ratio should be around 98 or upwards of 100. This portal business IMHO is still undervalued.

Vikas
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News