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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator

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To: Bearded One who wrote (22350)1/7/1999 7:04:00 PM
From: Bearded One  Read Replies (1) of 24154
 
From the DOJ files:

usdoj.gov


...
From: Kumar Mehta
Sent: Thursday, March 27, 1997 1:29 PM
To: Bob Foulon
Subject: ie data

Bob, here is some info on how people get and use IE that might help
you guys. My feeling, based on all the IE research we have done,
is that it is a mistake to release memphis without bundling IE
with it.

* IE users are more likely than other browser users to get it with their computers. Overall 20% of people who use IE at home obtained it with their computer, and 24% of those using IE at work got it with their computer. Effectively we would be taking away the distribution channel of almost a quarter of all IE users.

* Overall 34% of all survers (not just IE users) have ever downloaded a browser. That means 66% of everybody on the web has never downloaded a browser.

* Almost 50% of all suervers have never downloaded any software from the web. my sense is that these people are not very likely to download anything, let alone a browser that takes 2 hours to download, from the web.

* Also from all our research with IS and web professionals we know that they eventually expect us to win the browser war because ie will be bundled with the operating system and they will ahve no real reason to purchase navigator.

* Also, we both saw in all our groups with end users and IS that the integration of the browser and the operating system was a very compelling feature.



So there you have it. Microsoft's research indicates that downloading a browser is not a substitute for distribution with computers.
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