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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: John F. Dowd who wrote (7989)	5/26/1998 1:41:00 AM
From: MR. PANAMA (I am a PLAYER)	Respond to of 74651

Lenin....would have loved this more....

To: John F. Dowd who wrote (7989)	5/26/1998 7:10:00 AM
From: John F. Dowd	Read Replies (1) \| Respond to of 74651

To All: Shakepeare would have said:"Much Ado About Nothing" It appears that Ziff did some research after screaming that MSFT was going to ruinn the marketplace and came up with the following: The Justice Department claims bundling Microsoft's Web browser with its Windows operating system gives Microsoft an insurmountable advantage. Bill Gates disagrees. What do the people say? At ZD Market Intelligence we just completed our annual study of 12,000 U.S. households with PCs. This projectable study has impeccable credentials for methodology and objectivity, and we get detailed responses from end users. You may be surprised by the data we surfaced on browser usage. (We were.) Bottom-line stats from end users show browser usage patterns are not dominated by Microsoft. Overall, Netscape is still in the lead. But the numbers get much more interesting: Of PC users with Windows 95, Netscape's Navigator/Communicator has a 52% to 46% lead over Microsoft's Internet Explorer. Figuring there are Win95 users who bought their systems before IE came bundled, we dug deeper, keying on customers who bought new Win95-based systems in 1997. If IE dominates anywhere, we expected it would be here. But after running the stats, it was clear that even among these carefully segmented customers, IE does not have dominant share. In fact it is less than 50%.