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Technology Stocks : How high will Microsoft fly?
MSFT 490.06+0.7%Dec 2 3:59 PM EST

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To: RTev who wrote (19548)4/2/1999 3:05:00 PM
From: Deliveryman  Read Replies (2) of 74651
 
I think the main issue about the AOL/Netscape deal, that very few people are aware of is that AOL didn't buy Netscape for its software... Not the Browser or the server stuff. Why will AOL keep the MS IE as the main browser? Because it just doesn't matter!

AOL bought NETCENTER and the subscriber base. Same as the ICQ product line. AOL is in the advertising business.

Give away (or sell) the rest of the (money losing) operation to SUN.

The client software is the handle and the site is the blades. Everyone is giving away handles,,, would you go into the business of selling handles?

Look to the financial statements... NETCENTER, generating hits for search engines, and selling advertising generates high income, low expenses, and DOESN'T compete directly with MSFT.

AOL could care less about going head to head with MSFT over the browser war.

When you think Netscape, think Borland, Wordperfect, Lotus... Bye Bye!

BTW Borland and Wordperfect trigger spelling errors in SI... nuff said.
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