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

To: Reginald Middleton who wrote (21904)	12/3/1998 3:19:00 PM
From: Keith Hankin	Read Replies (1) \| Respond to of 24154

I take it you think eBay is really worth $256 per share? No. They have no revenue stream to justify their valuation. AOL (the market) priced NSCP appropriately. How did AOL buy NSCP? With cash? No, with stock and stock options. AOL's stock has been hyped up much more than NSCP, therefore, I believe that NSCP was not priced appropriately. Aggressive competition and using illegal monopoly power to crush are not synonomous. Agreed. Where you and I disagree is whether MSFT did anything illegal. NSCP is not crushed. I disagree. NSCP was severely crushed. Just because it wasn't destroyed does not mean that it wasn't crushed. Moreover, the fact that NSCP is selling out its independence is a result of the crushing that it took. MGMT made a tactical error that they paid gravely for (the charging of the browser that the market was expecting for free). This error has only minor importance to NSCP's problems and I think you know it. People could still download it from the net for free, and they did. Moreover, many large corporate deals were structured so that the browser was essentially free. The major error that NSCP made was in trying to keep pushing into areas in which it was in competition with MSFT. This was and still is a losing proposition. If NSCP had understood the value of having the default home page earlier, then it could have succeeded better at the portal game. But even then, skepticism about browser share could have still limited that success. But regardless of any errors made by NSCP, it doesn't excuse MSFT of using illegal means to attempt to shutdown NSCP.