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

To: Dermot Burke who wrote (18011)	3/13/1998 10:49:00 AM
From: Thure Meyer	Read Replies (1) \| Respond to of 24154

Dermot, Its probably the right strategy. They won't emulate Yahoo in a matter of weeks since Yahoo has a fairly sophisticated site now which they have also extended internationally. But, I think there is a great need for these public accumulation points or "portals". The internet has no unified information architecture (everybody has a private view) and these portals provide much needed structure. We will probably see this structure emerge rapidly over the next 5 years (somewhat analogous to the TV networks). My own opinion is that services like AOL might be in trouble when the next generation of Internet users realize there is no need for that kind of service and other smaller and cheaper local providers enter the picture. Thure

To: Dermot Burke who wrote (18011)	3/13/1998 2:08:00 PM
From: Alan Buckley	Read Replies (1) \| Respond to of 24154

NSCP needs to find a way to cash-in on home.netscape.com, no doubt about that. But YHOO is a service business, while up until now NSCP has been a product business. There aren't many companies that are good at both, and most that try are larger and more established. Any idea what they might offer that YHOO doesn't? I was expecting a shake-out of "search" sites over the next 12 months, and wonder if this is a good time be entering that market.