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

To: Daniel Schuh who wrote (18093)	3/19/1998 1:42:00 PM
From: Scott Pease	Read Replies (2) \| Respond to of 24154

Like the original retail Win95. Still flying off the shelves after 2 1/2 years! Not sure what the point of your message is, but you do know that the retail Win95 has bundled IE3 since early 97, right? (It may be bundling IE4 now). Try it out yourself -- I buy a copy every now and then for a customer who is upgrading a windows 3.1 machine. Microsoft bundles an extra CD which is essentially the internet starter kit. The box was even changed to say something along the lines of "...with Internet Explorer". Not really sure how you derive a negative from win95 still being a top seller. That does indicate more people are upgrading to 95, since the only people who would buy the retail are windows 3.1 users. Realize we are at the end of the depreciation cycle for most 486s bought in 94/95, so the upgrade cycles should be even better for biz this and next year. We have a contract to replace 500 386s with Pentium II's running NT4.0 at a Fortune1000 already this year. Its gone very smoothly so far (~80 done), the PCs still hook into the Netware 3.12 server and use the Unix server for popmail. We don't trust Exchange yet and the company has a big investment in Netware.

To: Daniel Schuh who wrote (18093)	3/20/1998 6:41:00 AM
From: Daniel Schuh	Read Replies (1) \| Respond to of 24154

DOJ vs. Microsoft: Make the tough decisions zdnet.com Back in press scan mode, this is another analysis piece from the Senate hearings I missed. It's thoughtful and more balanced than my excerpt makes it sound. It doesn't question the validity of antitrust law though, so I'm sure it's not balanced enough for many here. One of the more telling moments, however, was when senators asked Dell whether they could get Netscape's Navigator installed at the factory on a Dell PC. Dell admitted that an ordinary consumer could not ask to have Navigator bundled on a Dell PC, although a large corporation could demand it. The reason, according to one of the Dell sales reps senatorial staff members spoke to, is that "Microsoft won't let us." Dell claimed, instead, that customers were not demanding Navigator, even though Navigator still has the largest market share. I believe the sales rep. Consensus seems to be that poor Michael doesn't seem to have helped Bill's case much. Maybe someone less obviously beholden would have been better. Hard to find anyone like that on the OEM front, though. That Microsoft can turn what should be a highly competitive PC clone industry into what amounts to its own franchise is, at least, odd, and I think even Gates (in his most secret thoughts) must realize that the situation isn't particularly good for the economy. Maybe somebody else noticed that "OEMs have to ship the machines the way we build them" story. Gates isn't losing any sleep lately over operating system competition, for example. Ironically, the only thing pushing Windows 98 out the door quickly is the DOJ investigation. "Quickly" is highly relative here, of course, referring to the OS formerly known as Windows97. Cheers, Dan.