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

To: Daniel Schuh who wrote (17174)	2/6/1998 9:39:00 AM
From: Daniel Schuh	Respond to of 24154

Oops, I got to post a correction. The analyst Sal respects and reveres, not, is Daniel Rimer, not David Readerman. Apologies to Mr. Readerman and Sal. The DR thing confused me, I think. Cheers, Dan.

To: Daniel Schuh who wrote (17174)	2/6/1998 11:04:00 AM
From: damniseedemons	Read Replies (1) \| Respond to of 24154

Well Dan, one factual argument that Microsoft should be using is that most of the Windows95 development team moved to Internet Explorer in late-1995 (ie., right after Win95 shipped). Thanks for the followup correction post, Dan. Readerman is my favorite analyst (even moreso since I met him last week and had dinner with him and stuff--the guy is really smart and actually does "analysis"). Bill Gurley is pretty cool too, but he's no longer on Wall Street. As for Rimer...ugh. BTW, did anyone notice that Rimer finally threw in the towel on NSCP last week. That was like at $15-16, or so. But you can't fault him for the rally since then--he couldn't know about the takeover speculation. But I certainly do fault him for having a "table-pounding Strong Buy" on it the whole way down, and making it his entire firm's "theme stock" (no kidding--H&Q, much to my ire, considered NSCP the firm's #1 stock recomendation, and made it H&Q's "theme." Rimer got H&Q's Director of Research to "endorse" NSCP). Maybe it was just me, but it had seemed glaringly obvious that NSCP wasn't going to go up.