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Strategies & Market Trends : Professional Equity Analysis - the Pursuit of True Value

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To: Reginald Middleton who wrote (34)	1/28/1997 7:54:00 PM
From: Keith Hankin	of 102

I suspect that MSFT might have been worried about another problem ala the aborted Intuit buyout. I read your analysis of MSFT vs. NSCP. I agreed with much of it, however I believe that NSCP might do much better at Intranets for several reasons, including: 1. IIOP is a much better basis for developing enterprise systems. 2. NSCP is based upon Internet standards, rather than providing a bridge to standards. They can (at least theoretically) be more efficiently designed. 3. Java helps level the playing field. Many developers are going to use Java Beans rather than Captive-X, not only because it can be used by a wider audience, but also because it is great technology. True, the marketplace doesn't give a damn about the technology, but developers do. On the other hand, MSFT does have excellent Java technology themselves. If NSCP can get many more converts like KPMG, then they can do very well. Of course, you still be quite correct that this is not enough to maintain enough of their marketshare and keep such a high growth rate and justify their market cap. Only time will tell...

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