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

To: Reginald Middleton who wrote (21197)	11/3/1998 6:30:00 PM
From: garrick le	Read Replies (2) \| Respond to of 24154

That book is just one man 's viewpoint. What made Netscape flounder recently had more to do with Microsoft taking advantage of their window OS 's monopoly than Netscape 's marketing and tactical decisions. Why ? Look at the testimonies from Apple ,Compaq,AOL ' executives. GL

To: Reginald Middleton who wrote (21197)	11/4/1998 4:42:00 PM
From: John F. Dowd	Respond to of 24154

Dear Reg: You are absolutely right. NSCP like AAPL went for the bottom line before developing sufficient penetration and product. It is odd that having been forewarned by MSFT Gates to Clark that MSFT would give the client away that NSCP continued to try and charge for the client. On the other hand one did not have to pay for Navigator ever if they were willing to download same or get one from an ISP as part of the initial start up package provided by the ISP. On the other hand what woulda guy from Fed Ex know about computers? Everything out of Barksdale's mouth was negative concerning MSFT and most of the executives at NSCP. Looks like they were in disarray. John Dowd

To: Reginald Middleton who wrote (21197)	11/9/1998 3:20:00 PM
From: Keith Hankin	Read Replies (2) \| Respond to of 24154

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. While I agree that the browser should have always been offered for free, I do not share your view that this is what tipped the scales in MSFT's favor. After all, most consumers got the browser for free anyways, downloading it from our site, while corporate customers that wanted it for free got the costs shifted to the servers in order to accommodate them. And as for the computer OEMs, MSFT's agreements would have pushed NSCP off anyways. For them it was not a cost issue, but rather a "curry favor with MSFT or else" offer.