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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 (2857)	4/21/1998 4:01:00 PM
From: ajs	Read Replies (1) \| Respond to of 4903

This would've been nice but for the evil empire's arm-twisting (oops; alleged arm-twisting, sorry ;-) If DoJ wins, can NSCP sue M$, saying they were forced into giving it away? Imagine winning a buck a download (sorry, dreaming; I'm long here ;-) -- ajs > Actually, the key is not giving it away for free generally, > but getting bundling > deals with the top computer vendors (Compaq, Dell, IBM, etc.) and > the top Internet providers (AOL, > Compuserve, etc.), by providing it to them for free, if necessary. > Then when MSFT included the browser in the > OS, NSCP would already have its position.

To: Keith Hankin who wrote (2857)	4/21/1998 4:09:00 PM
From: Winter	Read Replies (1) \| Respond to of 4903

>>First you say that NSCP should have been giving the browser away from the beginning. Then you say they should have been giving it away as soon as MS announced they were entering the browser game. Which do you believe is correct?<< The two are not contradictory. They should have been giving the browser away for free since day one. They didn't - now given that fact they should have started giving the browser away immediately when MS entered the fray, e.g. that was their 2nd mistake. >>However, I believe that it unnecessarily removes a very significant revenue stream that was very useful for NSCP to expand.<< I disagree that the small amount of revenue generated from early browser sales was that significant, however since we both agree that they should have started giving it away when MS entered I guess its a moot point.