Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: mike iles who wrote (15890)	1/7/1998 9:53:00 AM
From: Dermot Burke	Read Replies (1) \| Respond to of 24154

Yahoo makes for interesting talk.This is a maybe 55 million annual sales company,looking for a loyal installed base which enjoys a higher market cap than Netscape, which has annual sales of close to 600 million.Netscape could learn to emulate some aspects of the Yahoo revenue model, as has been suggested ,and get religous on the browser market share for real this time. I do not believe the case with DOJ/MSFT re:Bundling and anti-trust would ,at this point, be undermined by Netscape resorting to free Navigator 5 with vengeance. The loss has been reported and entered as evidence.The installed base can now be enlarged and exploited. This battle is an endurance test not a sprint.The strategists have many moves available. Take back Browser share.Leverage web site bigtime.Focus software strategy,use java appropriately and get rid of the expensive overstaffing,now. ps-yhoo has a mini float,like nscp in '95.This a short squeeze,enter at your own risk. isdex.yahoo.com