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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator -- Ignore unavailable to you. Want to Upgrade?

To: Daniel Schuh who wrote (13513)	10/22/1997 3:23:00 PM
From: damniseedemons	Respond to of 24154

Dan, at MSFT's size, the main thing that Wall Street wants to see is year-over-year growth, not sequential (btw, I'm not really sure about the history--but I do know that MSFT has never had a down year (or even close)). That's especially true with the big product cycles that MSFT has (and notice that MSFT does time product releases so that growth stays pretty smooth). Wall Street also understands (and is happy about) that sales products like Office97 slowly taper off, and make way for new products. What is disappointing about NSCP is that at their size, Wall Street expects solid sequential revenue growth, not to mention huge Y-o-Y growth. Also, I would have thought that with both Communicator and Suitspot revs shipping recently, Netscape's revenue growth would have had a huge spike. Not only was there no "huge spike," but not a spike at all. So anyway, did you buy MSFT? You said you would consider it as soon as they resumed the stock buy-back.