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

To: Reginald Middleton who wrote (17895)	3/5/1998 9:44:00 PM
From: Keith Hankin	Read Replies (2) \| Respond to of 24154

How long have these been out? It is too late to act after the damage has been done. The minute NT 4.0 was released, he shoudl have cut prices dramatically, and immediately. The couple of extra dollars he earned in margin is easily destroyed in market share and oppurtunity cost. He should also stop trying to please short sighted investors (like the ORCL guys) and manage his company for the long term. The biggest advantage MSFT has is price and productivity. To compete, you have to provide those or your customers will float to those that do. Do you think that this would really make a difference? Sun is not really selling to the same customer-base as MSFT anyways, and never has. If they had cut their prices severely much earlier, the primary result would have been a lot of red ink, with few converts. Certainly, I agree that they should have come out with a PCI-based system earlier than they did. But a major reason that their machines haven't been as cheap is because they cost more to make. They use more advanced technology to get better performance, which is what is demanded by their customer-base, who are willing to pay more for it. Basically, your argument seems to be that they should completely change the business that they are in: become a PC company, not an enterprise server/workstation company. But this is the core competency of Compaq, Dell, etc. Thus they'd be selling out their core competencies to compete with well-established companies in a totally different market, which is now converging with theirs. This is a recipe for disaster and an early grave.