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

To: Cory Gault who wrote (21417)	11/12/1998 4:21:00 PM
From: Keith Hankin	Respond to of 24154

Why has Netscape not been able to capitalize on the Internet craze in the stock market? If you have the #1 Website...your stock should be at a huge multiple. Look at Yahoo, Lycos, Ebay, Amazon you name it. It seems NSCP management has not done a great job promoting this to the financial community. First of all, the method of metrics gathering by this company has been called into question as being less reliable than others. I don't remember what the reasons were, but nonetheless, it is still encouraging. The biggest problem NSCP made as a company is being so late to leverage its web site, being the home page of 90% of browsers early on. Then, when MSFT got into browsers, NSCP stock took a plunge as MSFT very quickly caught up technologically, and then people started writing off NSCP as dead. However, this was due to the perception that NSCP was totally dependent upon browsers for everything. This perception arose out of the fact that NSCP got so much publicity early on as "the browser company", that it became very difficult to change the perception to "the E-Commerce company", which was the new focus. Moreover, the new direction is not as sexy, nor as easy for the average Joe six-pack to understand, which makes it even harder to change perceptions. Moreover, it takes a while to build the infrastructure to support E-Commerce and to create a marketing message that effectively gets across what NSCP is offering. Part of the problem is that what NSCP is doing is a brand new area, and the currently-available points-of-reference do not match that well to the new paradigms, so it is as much a public education process as anything, and this is takes a long time to sink in. But, in the end, NSCP should be well positioned to dominate the E-Commerce landscape, IMHO.