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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator
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To: Daniel Schuh who wrote (21687)11/23/1998 1:29:00 PM
From: Smart Investor  Read Replies (2) of 24154
 
Hi All,

With the merger of AOL & NSCP, the antitrust case against MSFT is basically dead. Now, MSFT can focus on its internet strategy and become a big player in the e-commerce area. The first goal is to overtake YHOO in viewer. It is easier to compete with YHOO which is basically a content provider. MSFT with NBC is better that providing the content than YHOO. With YHOO gone, then it will be MSFT & NBC compete against AOL/NSCP in the Net world. AOL also derives revenues from ISP, which is different that YHOO. Therefore, MSFT/NBC and AOl/NSCP can probably co-exist.
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