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

To: Reginald Middleton who wrote (16054)	1/13/1998 3:39:00 PM
From: Daniel Schuh	Read Replies (1) \| Respond to of 24154

Yeah, fine. So, Expedia is going to forever rule over the airlines and whoever running their own web sites with their own software, and carpoint will be immune to the dealers or auto companies or whoever cutting Bill out. Why? Because Windows CE is that all-important proprietary lock aka monopolistic death grip, nobody will be able to live without it, and Bill will set it up so competitors are doomed. Just like Encarta is the last word in encyclopediae, everybody always wanted to have an artfully edited Funk and Wagnall's on their desktop, and the strongarm OEM bundling tactics had nothing to do with it. MSN, MSNBC, Sidewalk will inevitably rule the new media world, if it takes 100 reincarnations each. Why? Because Microsoft Rules. I may have no point, but that only leaves me one short of you, good buddy. You can take back the smiley if you want, I will continue to be amused. Maybe John Malone is on top of this stuff, maybe he isn't, whatever. I'll just keep watching the news. Cheers, Dan.

To: Reginald Middleton who wrote (16054)	1/13/1998 6:45:00 PM
From: nommedeguerre	Read Replies (2) \| Respond to of 24154

Reggie, >>MSFT may have to shy away from collecting gatekeeper fees via the use of their OS, but there is no one who can practically complain about their charging for thier own online properties. Why do you think they are will to fund these operations at a loss? Online properties or web sites with attitudes? What do they have to offer for a fee that someone else is not already doing for free? >> Because they will soon be VERY valuable assets with the right amount of traffic forced through them. There is nothing human traffic loves more than being FORCED through another Microsoft strainer. This explains the need to "buy" mindshare rather than attract consumers with unique and innovative web services. >> Expedia travel agency, carpoint virtual car dealer, MSN, MSNBC, and Sidewalk can and will generate significant revenue to spread around when 50% of all new TV's and cable boxes sold will funnel money spending users to them on an exclusive basis. Who needs a virtual car dealer when real ones exist in every podunk town in the USA? Travel agencies are everywhere on the web, I surf them all the time; what makes Expedia unique? MSN - The best they can hope for is the Darwin Award next year. In what way are users going to spend more on MSNBC next year than they currently do? MSNBC is hardly the only choice for disinformation nowadays. Sidewalk - Why pay a surcharge to walk down a virtual street to get at your favorite website? Isn't that what bookmarks are for? "50% of all new TV's and cable boxes sold will funnel money spending users to them on an exclusive basis." Why should TV set manufacturers give MSFT any leverage when they can make their own deals with the Cable Companies? You are assuming that MSFT's "special" OEM license can be applied to any industry with the same effect as the PC. The TV industry hardly needs Bill to set their standards and control their use of them. Its more the other way around here. If Bill doesn't like what TCI dictates he can sell those 5-10 million OS's to somebody else. Plenty of OS's out there for embedded products especially when you are talking "Millions of units". Take it easy, Norm