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To: Dermot Burke who wrote (15934)	1/9/1998 10:04:00 AM
From: Daniel Schuh	Respond to of 24154

Growing up, slowing down economist.com There's been a flood of coverage on that other company and it's problems too. Here, Bill's (former?) favorite rag weighs in on Netscape's troubles. Not hopeless, but no clear path either. Netscape still has strengths. It has a brand and many people rooting for it-not least the Justice Department in its crusade against Microsoft. Given the size and immaturity of Netscape's markets, there is surely a chance that the firm can return to growth. It is not unusual for fast-growing companies to stumble. Oracle and Sun Microsystems suffered similar difficulties and emerged with renewed vigour. As it happens, both Oracle and Sun are keeping a close and worried eye on Netscape, because they need its brand and technology to establish the so-called "network computer" as a serious rival to the PC and to carry the fight to Microsoft. Although they would probably rather Netscape remained independent, they are unlikely to let it fail. However much Microsoft might wish it otherwise, Netscape has at least succeeded in making itself too important to disappear. For what it's worth, I sorta got to wonder about the Javagator plan, even if I'm a Java man at heart, it's a little odd given the heft of the current product. Plus, it's more or less Sun's ballgame there. Who said "there are no allies, only interests"? Like they say, Netscape isn't going to disappear, but it may not retain its independence either. Cheers, Dan.