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

To: Dermot Burke who wrote (16005)	1/11/1998 11:08:00 AM
From: Dermot Burke	Respond to of 24154

Netscape veered off course after nav3 release. They have (still have) a great marketing opportunity.The N brand has this installed base of x millions.They can promote themselves cheap thru the web vs cosly magazine and tv ad expenses.What does the ex apple guy Homer do with this leverage? Very little to enhance the mission.Meanwhile msft does some decent work at catch-up.In other words ,would a Steve Case have blown the early lead that Netscape enjoyed over msft? Netscape needs a Steve Case type exec. up to the opportunity still available-- the leverage of the giant installed base. Effective ,grass roots promo-bus posters,sports logo/partnering for example --basic brand building any competent marketing master practices.The Board at nscp needs to make personnel changes quickly- in dog years for a change.Jim Clark is a brilliant startup/concept guy, not a leader.Barksdale is a suit and tassled loafer front guy.Homer's marketing results speak for themselves.JMHO ;-)http://www.washingtonpost.com/wp-srv/digest/biz1.htm

To: Dermot Burke who wrote (16005)	1/11/1998 12:16:00 PM
From: Pink Minion	Read Replies (1) \| Respond to of 24154

I am considering closing my position in NSCP and buying ORCL here, since they are essentially the same price. Could you elaborate on this? You mean their "piece of the pie"/stock is the same, which means very little in this game. Their Market cap, PSR, P/E, sales direction, etc is vastly different. Mr. B

To: Dermot Burke who wrote (16005)	1/12/1998 4:46:00 PM
From: Keith Hankin	Respond to of 24154

I am particularly suspicious of the aquisitions-would GE let Actra go if there was something to it beside press releases?like revenues hint. Being an ex-Actra, now Netscape employee, I can allay your fears here. The problems with Actra being a joint venture and all of the channel conflicts has already been well documented by the press. The sale was better for everyone involved. Netscape got an acquisition that finally has no competition from MSFT and fits in well with its global strategy. GEIS got a substantial return on its investment.