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

To: Scott Pease who wrote (16576)	1/22/1998 10:51:00 AM
From: Reginald Middleton	Read Replies (2) \| Respond to of 24154

<Better ideas? Give the browser away for free, and concentrate on marketshare solely. fight tooth and nail.> Yes <make profitability goal #1. Fewer and fewer IS managers are going to buy from netscape if it looks like the ship is sinking (cf Novell, Apple).> The street is not looing for profitability, it is looking for increased gross cash flows. That was the mistake NSCP made early on. they had no business showing profits when that money should have been shoved back into R&D and marketing. At NSCP's size, you cannot be profitable and eat up market share at the same time. They seemed more interested in pleasing the SI style investor more than the institutions who have the money. Notice how AOL could care less about p[rofits, and intstead relentlessly pursued market share. They beat MSFT out adn the Street still loves them, without a nickel of accounting profit. <Stop worrying about far off goals like international clients,> They should pick the dempographics which look the best ex. US, UK, and Japan. <, the 1001 flavors of Unix, a java client, etc (why the hell bother if 90% of the market is windows?).> Yes, but they need Unix support to appease the NOISE. <Build an extremely lightweight, windows browser that can be embedded in anyones application. You want to make OEMs, ISVs, VB-programmers at IS shops, third world programmers, ALL ship and use netscape.> They allowed MSFT to beat them to the punch with IE 3.0/4.0. The object container stuff is so utilitarian that IBM' Lotus division licensed the technology for thier Notes product.

To: Scott Pease who wrote (16576)	1/22/1998 2:39:00 PM
From: Keith Hankin	Respond to of 24154

Better ideas? Give the browser away for free, and concentrate on marketshare solely. fight tooth and nail. make profitability goal #1. These goals are at odds. If you give the browser away for free, it is not contributing to making profitability goal #1. ... the 1001 flavors of Unix ...(why the hell bother if 90% of the market is windows?). Did you stop and think that maybe because this is a profitable market for us? If we dropped support for the various UNIXes, we'd be in a bigger pickle than we are now. Build an extremely lightweight, windows browser that can be embedded in anyones application. You want to make OEMs, ISVs, VB-programmers at IS shops, third world programmers, ALL ship and use netscape. What the heck do you think the Java client that you said we should drop is about? IBM's e-commerce apps or Microsofts Merchant Server or others have a much better chance of being deployed. Although I am not familiar with Microsoft's Merchant Server, I talked to someone about a week ago who had used it before and said that there is not much to it. It does not provide any application functionality and very little tool functionality.