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

To: Keith Hankin who wrote (19908)	6/5/1998 8:37:00 AM
From: Reginald Middleton	Read Replies (2) \| Respond to of 24154

<Upon further review, it appears that you did answer his question.> Maybe you are being harder on me than you should be:-) <In any case, based upon a recent posting of yours, you seem very bearish on NSCP. I believe this is, in part because of a lack of understanding the focus (or that there even is a focus) of our company, and how we can differentiate ourselves in the marketplace.> You want to differentiate yourself in a, thus far, virtually profitless marketplace. There is reason to be bearish when comparing NSCP to the perennial producers of cash. NSCP';s share price has also carried a very high, and undeserved, premium. Honestly, it is the premium that causes the the bearishness from a price perspective. If NSCP were more reasonably valued (read less risky), it may be worth a more positive view. I have been bearish on NSCP for quite some time now. This is due primarily to the fact that they did not have a cohesive, practical strategy to handle the behemoth MSFT onslaught. Most on this thread disagreed with me. Go back and read the posts, in hindsight they seem most prescient. NSCP is still in quite the predicament. Although they seem to have congealed on a business model, they are much worse off than they were before. Reasons: 1)They are relying on cheap 2)accounting tricks to boost numbers to breakeven (a very bad sign), 3)their competition is much more harsh than it was in the begininning (IMO they did not capitalize on the oppurtunity that they had - they had no business showing a profit going up against MSFT in the early days), and 4) the fundamentals (read margins) of the new model are not as clear cut or wide as the traditional software model. This all boils down to a compounded annual return of 38.49% for MSFT and -32.29% for NSCP. Can you see why I have bee bearsish onNSCP adn bullish on MSFT these last few years?