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To: Oeconomicus who wrote (7403)	2/17/1998 12:04:00 AM
From: Bill Harmond	Respond to of 27307

Microsoft has zeroed out Netscape's client business, and it's now free. Much of that figure you mention is revenue on Netscape's website, which is probably for sale. Among servers, Apache is free in UNIX, and IIS is free on NT Server. Collabra faces Notes. I put over half my money in Netscape in September, 1995. I sold 2/3 of it on December 7. Reinvested the proceeds in early March, 1996, when Oracle backed CORBA. Sold everything at the small-cap top in late May. Bought it all again in early September when IE3 was released, and sold it all again in early December, 1996...expecting a general correction. Bought a little in late April last year, and sold it in June. Lastly, I bought a very little in late September and sold a couple days later for just a couple-point profit when earnings were released. I never shorted it, because I believe in what they stand for: open standards. With me, Netscape has always been personal.

To: Oeconomicus who wrote (7403)	2/17/1998 1:45:00 AM
From: damniseedemons	Read Replies (1) \| Respond to of 27307

Believe me (and Bill will concur), I'm totally against investing in a small company going against a big one (and especially if that big company is MSFT). But the MSFT/NSCP analogy isn't valid to YHOO. The biggest difference, is that NSCP was talking trash and aiming for Microsoft's crown jewels--Netscape really got the fires buring in Redmond, and it got them killed. This was the biggest mistake Netscape could have ever made. YHOO isn't talking about putting MSFT out of business, so for now, they are not in Microsoft's cross-hairs. On Microsoft's radar screen, yes, but they're not even close to being the center of attention. Regardless, YHOO has a much more defensible franchise against Microsoft than Netscape. I mean, what is Microsoft going to do, give away their search site for free?? Haha! I think a better analogy would be Microsoft (MSN) to America Online. Despite all of AOL's complaints and the DOJ's worries, that MSN icon on the Win95 desktop did little to stop AOL's momentum.