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

To: Alan Buckley who wrote (16465)	1/20/1998 9:20:00 PM
From: Daniel Schuh	Respond to of 24154

A law requiring all browser technology to be sold for some minimum cost would put to rest this "dumping" theory of NSCP's decline. Do you think such a law would make a significant difference in the battle between NSCP and MSFT? I don't. The theory isn't dumping, Alan. The theory is leveraging the OS monopoly to establish dominance in another market. When the legal situation isn't under discussion, everybody here is always telling me how good Microsoft is at that little act. When the legal situation is under discussion, the defense wanders off all over the place. And, of course, Microsoft continues to tout the wonders and glories of the "Windows Platform" for developers. What a wonderful and friendly thing it is! And that overhyped, fraudulent alternative, Java? Microsoft will embrace and demolish that too, in due course. Competition? Who needs it, when we got Windows to carry us through the next millenium. Compaq sure didn't need it, they just needed to get their head set right about the sacred icon. So, how 'bout the Reggie question. Since nothing in life is free, what, then is the cost of "free" Internet Explorer? Enquiring minds want to know! Cheers, Dan.

To: Alan Buckley who wrote (16465)	1/20/1998 10:01:00 PM
From: Keith Hankin	Read Replies (2) \| Respond to of 24154

I believe NSCP set up their business planning to charge a premium for a more advanced browser than MSFT or others could offer. Wrong!!! We knew all along that this was not going to be the case. You don't have a clue as to what we're doing to make money. MSFT has exploited the advantages, by offering integration, saving customers the hassle of installing and configuring a browser. No, customers still need to configure the browser. MSFT has not added in RUM (Read User's Mind) technology in yet. Nor have they made significant progress developing an alternative to MSFT's integration advantage. Kind of nearly impossible. But it's not really our fault. It's kind of like starting a 10K race when your competitor already began it 30 minutes ago. That's why NSCP is moving into areas in which MSFT does not already dominate. But it is clear that you don't have an inkling about this. A law requiring all browser technology to be sold for some minimum cost would put to rest this "dumping" theory of NSCP's decline. Do you think such a law would make a significant difference in the battle between NSCP and MSFT? I don't. It certainly would help.

To: Alan Buckley who wrote (16465)	1/21/1998 4:24:00 AM
From: Bill Ulrich	Read Replies (1) \| Respond to of 24154

&#147Cable TV started out offering exactly what broadcast (free) TV did, but with better reception. If the broadcast TV people had figured out a way to deliver similar reception, cable would have died. But they didn't.&#148 &#133which is the whole point&#151cable offered something nobody was delivering so, free TV or not, cable had a chance. But suppose I own a shop selling sports equipment&#151footballs, baseball bats and so on. You own a store selling sports shoes&#151running shoes, tennis shoes, etc&#133 Then I get the great idea of being a &#147full-service integrator&#148 and I have a sale on sports shoes. It's a great sale&#151all the shoes are free. What's more, the sale is on not just for two weeks, but forever. What are you going to do. The extra catch is that I have such an enormous lock on the sports equipment market that you have no hope of ever selling a bat so it's not even worth developing. So now what? Plumbing? -MrB&#153