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

To: Bearded One who wrote (18905)	5/5/1998 3:47:00 PM
From: Keith Hankin	Read Replies (1) \| Respond to of 24154

C'mon Keith, step up to the plate and give us your lowdown. Being an insider, there is much that I cannot legally say. But I already have said much in this thread, which you can review. What do you want to know, specifically? The point I make relating to cellular phones is that we are giving away our browser, but making money on the servers, services, hosting, partnerships, and advertisements. But in general, we are generally poised to do very well, and I believe that we are undervalued relative to the search engine companies. Of course, many people are arguing that the problem is that they are overvalued, not that we are undervalued. In any case, I believe that the parts of our company dealing with enterprise and ecommmerce software and services are very much discounted when evaluating us. All of the debate out there still seems to be about browsers, which is so passee.

To: Bearded One who wrote (18905)	5/5/1998 3:52:00 PM
From: Keith Hankin	Read Replies (1) \| Respond to of 24154

Microsoft stages Windows 98 rally cbs.marketwatch.com

To: Bearded One who wrote (18905)	5/12/1998 6:45:00 PM
From: Keith Hankin	Read Replies (1) \| Respond to of 24154

Here's a good article talking about what we're doing: Netscape shifts focus to "ESPs" news.com Indeed, Netscape has maneuvered out of Microsoft's line of fire and appears to have created a fairly unique business in a hot product area. That market has moved distinctly away from demanding software and toward demanding services. On that score, Netscape delivers not only the underlying server software on which to build those services and the partners with which to sell or rent them, but also the highly trafficked Netcenter real estate from which to advertise and offer them.