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

To: damniseedemons who wrote (22386)	1/11/1999 2:05:00 PM
From: Harvey Allen	Read Replies (1) \| Respond to of 24154

> please expand your commentary/thoughts on this For me too. The rules might be changing. Like in retailing where you had to have bricks and mortar and now maybe you don't. Could there be a shift in media too? Harvey

To: damniseedemons who wrote (22386)	1/11/1999 3:24:00 PM
From: Reginald Middleton	Read Replies (1) \| Respond to of 24154

Companies that consistently outsource content creation and technology commoditize those very same services, relying on brand name and raw traffic to set them apart. The retail brand name game and public exposure (which develops traffic) are the result of burning cash (take the lesson from the retail consumer wars). Cash is something that Yahoo will not be able to burnish with the same might as AOL and MSFT. Meanwhile, AOL and MSFT can easily develop proprietary content (read content that can't be purchased wholesale) that increases incrementally in value as the more easily available content increases in ubiquity. A good example of this is the MSNBC, expedia, and msn investor sites. These sites, are a considerable step in qulaity above anything that Yahoo can produce, since the Yahoo content is available just as easily from their three closest competitors. The proprietary browser extensions and features coming from NSCP solely to serve the Netcenter site is the writing on the wall (remember, AOL is the king of proprietary). MSFT is following suite soon with things like Office 2000 xml/vml formats. What proprietary browser/office suite features are Yahoo going to leverage?