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

To: Cowboy who wrote (4339)	10/16/1998 4:02:00 AM
From: slaffe	Respond to of 4903

Hi cowboy Welcome to SI, while I have not been to the yahoo boards lately, I used to read and enjoy your posts there. Good to see you here. Sincerely Slaffe

To: Cowboy who wrote (4339)	10/16/1998 11:07:00 AM
From: Yiota	Read Replies (1) \| Respond to of 4903

** W E L C O M E TO THE SI BOARD ** Nice to have you on board, yes the past few weeks have been very hectic for everyone. Accumulating Netscape in the teens, YES it is a major steal, it just creates one major great buying opportunity, there is no doubt about that! Overall Netscape will do very well. I'm long and BULLISH I love your WEB-SITE :-) Good LUCK best regards Giota

To: Cowboy who wrote (4339)	10/18/1998 11:23:00 PM
From: Yiota	Read Replies (1) \| Respond to of 4903

News From the Dow Jones News Wires........ WSJ: Netscape Upgrades Browser In Battle With Microsoft From Monday's Wall Street Journal By Kara Swisher NEW YORK (Dow Jones)--Netscape Communications Corp. will officially introduce a new version of its Internet browser software Monday in its continuing bid to keep a lead over Microsoft Corp.'s Internet Explorer. The Communicator 4.5 suite, which includes the Navigator browser, will include a range of new features and have tighter links to its Web site and will also integrate audio and video technology from RealNetworks Inc. into the product. The Mountain View, Calif., Internet company has been struggling to keep its dominant market share from incursions by Microsoft's Internet Explorer, including a move to offer it for free earlier this year. The company also has focused on building up its Netcenter Web site - which is the default setting for Navigator browser users - as a major central destination point on the World Wide Web. Netscape has been attempting to seamlessly link the software and the site with tools such as "smart" browsing, updated software and more robust e-mail. In addition, the company said it has made the software more compatible with Microsoft's dominant Windows operating system. "We have been trying to eliminate all obstacles to installation and to make the browser easier to use for everyone," said Mike Homer, general manager of Netcenter, which includes the browser division. "And this is the first version to be fully integrated in with our Web efforts." Homer said the next version of Netscape's Internet navigation software - 5.0 - will be available in the first quarter of next year and in its final form in the second quarter. He said it will be even more closely linked into Netscape's Web site, require less space on a computer's hard drive and contain improvements made by outside developers. Earlier this year, the company released the source code of the browser in order to allow anyone to improve on it with the agreement that Netscape could integrate those features into future products. The link with Seattle-based RealNetworks - which has itself been battling Microsoft in the Internet multimedia market - will embed its RealPlayer into Netscape's browser. This means that users won't have to separately download and install the software that allows sound and video to be played over the Web. The Netscape deal is part of an aggressive effort by RealNetworks to widely distribute its software through partnerships with major companies. Over the past month, RealNetworks has announced strategic distribution agreements to license its software to International Business Machines Corp.'s Lotus networking software division and America Online Inc., the dominant online service. (END) DOW JONES NEWS 10-18-98 09:33 PM regards Giota

To: Cowboy who wrote (4339)	10/19/1998 10:53:00 PM
From: Yiota	Read Replies (1) \| Respond to of 4903

News from the Dow Jones News Wires...... =Netscape CEO Confirms Details of Key 1995 Microsoft Meeting By Mark Boslet WASHINGTON (Dow Jones)--Testimony from Netscape Communications Corp. (NSCP) Chief Executive James Barksdale confirms details of a key June 1995 meeting when Microsoft Corp. (MSFT) allegedly suggested dividing the browser market. Barksdale's testimony, released by the Justice Department late Monday before his expected appearance Tuesday at the Microsoft antitrust trial, claims Microsoft proposed a "line" be drawn between where the two companies would compete. Microsoft made it clear Netscape should not develop a browser for its flagship operating system software Windows 95, the testimony states. Instead, Netscape should build products to run on top of Windows 95 and the browser Microsoft planned to develop, Barksdale said. Internet startup Netscape also would be able to develop products for other operating systems as long as it not try to compete with Microsoft's Windows 95 browser, the testimony states. At the meeting, Microsoft was represented by Dan Rosen and six other Microsoft officials, while Barksdale, Mike Homer and Marc Andreessen represented Netscape. When Netscape refused terms of the market division - which the Justice Department claims would have been illegal - Microsoft undertook a campaign using exclusionary contracts to undermine Netscape and promote its own browser, Explorer, Barksdale said. Those contracts included, on occasion, paying Internet service providers per-subscriber fees or marketing expenses, the testimony states. In one contract proposal, Microsoft offered to pay Bell Atlantic Corp. (BEL) $15 to $45 for each Explorer signup, the document states. Netscape had over 1,000 browser distribution contracts with service providers in 1995 and early 1996, Barksdale said. Today, virtually none of the contracts remain in effect as negotiated, he said. A statement from Microsoft disputes the testimony as "nothing more than self-serving accusations with no factual basis." Microsoft has never attempted to divide any market in violation of America's antitrust laws, and the evidence will show the government allegations to the contrary are false, the statement said. Microsoft also said it didn't threaten to cancel a Windows licensing agreement with computer maker Compaq Computer Corp. (CPQ) if Compaq put Netscape's Navigator browser on its machines. The situation may have involved an attempt by Netscape to force Compaq to remove features from the Windows operating system as part of a Navigator license agreement, the statement said. -By Mark Boslet; 202 862-9285 (END) DOW JONES NEWS 10-19-98 08:17 PM regards Giota