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

To: Reginald Middleton who wrote (21914)	12/3/1998 3:52:00 PM
From: Keith Hankin	Respond to of 24154

<No. They have no revenue stream to justify their valuation.> And neither did NSCP! Comparing NSCP evaluation to EBAY is absurd. NSCP has a price-to-sales of between 6-1 and 8-1, depending upon how you do your calculations, whereas EBAY has a price-to-sales of about 438-1. Moreover NSCP has demonstrated a 100% annual growth rate of its non-browser revenues, whereas EBAY has no history to speak of, so it is you who is out of your mind. AOL deserves to be much more richly valued than NSCP. Duh, Of course, because it has a larger revenue stream. But NSCP's business is actually growing at a faster rate and has a much lower price-to-sales ratio.

To: Reginald Middleton who wrote (21914)	12/3/1998 4:09:00 PM
From: Keith Hankin	Respond to of 24154

-AOL successfully beat back and effectively trounced the big bad MSFT in thier head to head competition where you are complaining that MSFT almost put NSCP out of business. Yes, AOL has brilliant marketing. I think their success exposes the fact that MSFT does not really have brilliant marketing. MSFT is inherently a technology company, not a marketing company, and they won by having the dominant technology, not because they are brilliant at marketing. While AOL went head-to-head against MSFT in marketing, which is not really MSFT's strongest suit, NSCP went head-to-head against MSFT where MSFT's strongest suit, their monopoly on the desktop OS market. AOL has a diversified revenue mix where NSCP's was highly dependant on the software client. Even if servers and advertising were thrown into the mix, they still are not as safe as AOL in terms of diversification. I disagree. None of NSCP revenue is from the client. Moreover, most of NSCP's revenue is independent of the client success or failure and is very diversified.