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Technology Stocks : Netscape -- Giant Killer or Flash in the Pan? -- Ignore unavailable to you. Want to Upgrade?

To: Dave L who wrote (1648)	11/27/1997 10:36:00 AM
From: Leo Francis	Respond to of 4903

David, good thoughts, however, I disagree with your premise that the "browser" is dead: FOCUS-Netscape says its market momentum continues Reuters Story - November 26, 1997 19:27 %US %RES %RESF %BUS %DPR %ENT NSCP MSFT IBM XCIT YHOO SEEK V%REUTER P%RTR Copyright 1997 Reuters Limited. All rights reserved. Republication or redistribution of Reuters content is expressly prohibited without the prior written consent of Reuters. Reuters shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon. Jump to first matched term (Adds details) By Samuel Perry MOUNTAIN VIEW, Calif., Nov 26 (Reuters) - Netscape Communications Corp. said Wednesday the number of users of its Netscape Communicator software has topped 25 million since the product shipped last June. The company cited the figure as evidence that momentum continues to accelerate behind its products despite stiff competition from the likes of industry titans Microsoft Corp. , which provides a rival Internet browser, and International Business Machines Corp.'s Lotus unit. Netscape, which prides itself as the fastest-growing software company in history on the popularity of its Internet-based software, said more than 68 million individuals have tried or used its products. "In general terms, the adaption rate was as fast as we were seeing in our previous versions," of Netscape's earlier browser products, David Rothschild, Netscape vice president of client products, said in an interview. Netscape pioneered the commercial use of a browser with its Netscape Navigator software, which enables people to access the World Wide Web. In June, earlier Netscape Navigator browser products were replaced by the more feature-rich Communicator software, which includes the browser along with more sophisticated components for electronic mail and sharing work projects. The Mountain View, Calif.-based company also said that over the last 12 months it has licensed its SuiteSpot server software, used to build and manage Web sites, to customers representing more than 4 million individual users. Along with more than 2.4 million individuals who use messaging based on Netscape products through Internet service providers, the company said its server products now are linked to more than 6.5 million individuals. Netscape said it had aggregated October monthly data from heavily trafficked Web sites, including Excite Inc. , Yahoo! Inc. and Infoseek Corp. , which it said gave its browser a 67 percent market share. Excite, Yahoo! and Infoseek run search engines, searchable catalogs that help people find information on the sprawling Internet. The data found a stronger share of the market for Netscape than a similar but independent survey published 10 days ago by Dataquest, which showed Netscape's share slipping to 57.6 percent and rival Microsoft Corp.'s stake having doubled in nine months to nearly 40 percent. The study by Dataquest, a research firm based in San Jose, Calif., found Netscape's share had dwindled from 73 percent of the market in the fourth quarter of 1996. Netscape did not give a figure for Microsoft's share, or any historical data. Netscape had faulted the previous report because Digital Equipment Corp.'s Alta Vista is not among the search engines with which it has struck a direct marketing deal and so it does not have an arrangement to provide traffic from the Netscape home page. Netscape stock has recently slumped to its lowest level in six months. The stock closed down 93.75 cents at $27.5625 on the Nasdaq market. Good Trading, LF