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Technology Stocks : Netscape -- Giant Killer or Flash in the Pan? -- Ignore unavailable to you. Want to Upgrade?

To: Keith Hankin who wrote (2847)	4/21/1998 6:19:00 AM
From: Larry S.	Respond to of 4903

Dear Rod and Keith: Please lets keep the conversation focused on NSCP's business and potential. This thread has been informative and helpful to many of us. When threads devolve into personal attacks, we all suffer. thank you. Larrry

To: Keith Hankin who wrote (2847)	4/21/1998 8:40:00 AM
From: Winter	Read Replies (3) \| Respond to of 4903

Going public raised enough money to pay salaries. Biotech's burn cash for years without one cent of revenue. Netscape has adopted the model that you give away the browser and you make the money on the server & groupware s/w and advertising. To that end, browser market share is crucial. Therefore they should have been giving their browser away all along to prevent (or reduce) exactly what has happened (MS stealing mkt share away). At this point in Netscape's life, being dominant is much more important than making money. Selling browser s/w was never going to generate the revenues they needed to sustain their size (or market capitalization). Its easier to sell a Netscape server solution when the company is using Netscape's browser. Ditto for the groupware. IMO, As soon as MS announced they were serious about getting into the browser game, Netscape should have started giving away the browser.