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Technology Stocks : Netscape -- Giant Killer or Flash in the Pan? -- Ignore unavailable to you. Want to Upgrade?

To: niggl who wrote (3641)	7/2/1998 12:08:00 PM
From: Jamse	Read Replies (2) \| Respond to of 4903

I have a question for the thread. I read an article about Netscape giving away the code to it's browser. Won't this cause a lot of outside development of add-ons for communicator? Netscape should be able to pick and choose which applications to add and significantly speed up development of new releases at little expense to the company. This should level the playing field with the army of Microsoft developers. The improvements should help Netscape to give away more browsers ie. more "hits" to the home page.

To: niggl who wrote (3641)	7/5/1998 5:55:00 PM
From: Vikas Deolaliker	Read Replies (1) \| Respond to of 4903

So NSCP has the last laugh. Wasn't it Microsoft which wanted to earn $.02 for every transaction in the e-commerce world? It turns out now NSCP has that opportunity. A trillion transaction carried out from Netcenter (closely coupled with Navigator) will result in $10 billion of revenue every year. That would beat MSFT's revenue from Office and Windows. NSCP needs to do the all of the following though 1) Tighly couple Navigator with Netcenter. Navigator should have a component called shopper in addition to communication, messenger etc. 2) Sign deals with large business on a flat fee plus per transaction commission basis 3) Use the software expertise to help companies develop the e-commerce infrastructure. People have been comparing sales ratio. However, that will not work for NSCP because we don't know the sales of NSCP from these deals. I think 4:1 sales ratio for sales$ from software is fair value for NSCP, given that it was competing with MSFT. The 50:1 ratio for sales$ from advert, media deals is still undervalued. Remember ABC paid NFL upwards of $7b for rights to cover NFL for 5 years. This ratio should be around 98 or upwards of 100. This portal business IMHO is still undervalued. Vikas