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

To: Daniel Schuh who wrote (15943)	1/9/1998 12:20:00 PM
From: Daniel Schuh	Read Replies (2) \| Respond to of 24154

How to Check Netscape's Vital Signs www5.zdnet.com One last story for the day before going back to the NT upgrade saga. Here's old Jesse's view on 4 things to watch for with that other company. Don't know if he's right or not, just another point of view. Browser. Netscape's revenue from browsers and related PC software fell by about 67% year-over-year in the fourth quarter of '97. Netscape says the segment now brings in about 13% of its revenue, and it expects this figure to decline. Ouch! The company's other products better pick up the slack. Fast. Enterprise. Revenue from enterprise, which includes sales of SuiteSpot, Netscape's enterprise server, is up just 68% from the fourth quarter of '96. This should be higher. If this number doesn't rise rapidly over the next few quarters, Netscape could be in for a long period of ill health. NetCenter. Revenue from Netscape's Web site, which includes NetCenter, has increased about 144% since December of '96. Terrific, but Netscape cannot rest. It must find new ways to generate online profits, while it still enough browser share to generate lots of "free" eyeballs. E-commerce. Netscape's investments in e-commerce, such as its purchase of Actra, need to start paying off. It's tough to say how much revenue this area is contributing now, but it must become significant. (Just for the record, I think this is one of Netscape's best hopes.) Hard to say anything about most of these things, the homepage/netcenter seems to be in perpetual flux these days and is probably the biggest missed opportunity from the past. Probably one of those partner things though. Everybody still seems to be scratching their heads, the only thing I'll add is that, in a pure business sense, I don't think the antitrust upside potential is all that great, there has to be other things to carry them forward too. Cheers, Dan.