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

To: Reginald Middleton who wrote (19917)	6/5/1998 11:32:00 AM
From: Keith Hankin	Read Replies (1) \| Respond to of 24154

You want to differentiate yourself in a, thus far, virtually profitless marketplace. E-Commerce is a profitless marketplace??? If NSCP were more reasonably valued (read less risky), it may be worth a more positive view. There may be more risk with NSCP than MSFT, especially in the short term, but in the long run, I believe it will a much better performer. 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. Well we do now, and if it is not clear to you now, you should probably re-read some of the new press, and look at some of the new deals and partnerships that have come out recently. 1)They are relying on cheap 2)accounting tricks to boost numbers to breakeven (a very bad sign) Why is this a bad sign? Doesn't every company try to present the best financial story that they can? Don't you think that MSFT uses lots of cheap accounting tricks? Besides, it's not as if we hid anything. It was all there for anyone to see, despite what some of the press has said. 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. It still sounds like you don't understand what market we are in. We are not in the browser market, we are not in the groupware market. Again, re-read (or read for the first time) the press that has been coming out for the last couple of days. We are getting better at communicating what we're doing, and the press is doing a better job of communicating it to the public. 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? Yes, I can understand this perspective, however investments are made for the future, not the past. You have to invest based upon where companies are going, not where they've been.