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

To: Keith Hankin who wrote (21192)	11/3/1998 6:04:00 PM
From: Reginald Middleton	Read Replies (3) \| Respond to of 24154

Have you read the book "Competing on Internet Time" yet? According to what I have browsed so far, my assertions concering NSCP's attempting to break a profit too early may have been correct. Tactical mismanagement seems to have had more to do with NSCP's undoing than MSFT's alleged illegal actions. I have always claimed that NSCP should have never tried to charge for the client. Server sales and the sale of advanced server side apps (maybe even rudimentary SAP style applications) should have been thier focus for revenue. They would have done better raising the money as a secondary offering or private placement than trying to skim it off of the top of the browser market. It is this single factor that tipped the scales in MSFT's favor. RCM

To: Keith Hankin who wrote (21192)	11/4/1998 1:30:00 AM
From: ed	Respond to of 24154

Just revist your own post and see what you said . If NSCP needs the revenues from Internet service business more than MSFT , than NSCP is a bigger threat to AOL. Just look at the total revenue generated from NSM for MSFT and netcenter for NSCP , what is the percentage of total revenues to each company ? Nscp needs that revenue to survive, while MSFT does not. Well, pls do not jump your guns, just answer my question: Do you agree that AOL thought NSCP is a potential threat to its internet service business ? and why ? AOL's internal MEMO said AOL should not work with a partner whose business will be a threat to AOL. So, If NSM will be a threat to AOL, then why should AOL work with MSFT to help to promote IE which will be a big threat to AOL ?