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

To: Lee Martin who wrote (22555)	2/3/1999 7:51:00 PM
From: Bearded One	Read Replies (2) \| Respond to of 24154

Hey, your long term is six months. I doubt that any ruling from the DOJ will hurt Microsoft's financial position in the next six months. They could pay a ten billion dollar fine quite easily, and besides, the appeal will take a while. All the lawsuits that will come after this will take a while, too. As far as kicking everyone's butt before IE was integrated, Netscape was kicking their butt royally in the browser market before IE was integrated and Netscape was kicked off the OEM machines, so your statement is false. As far as helping you with specifics, well, sorry, I don't know anyone who can give you specifics. We live in an uncertain world. But the bulk of Microsoft's revenues come from their OS and sales of Office. So their competition will come from alternative OS's and alternative office suites. We'll just have to see.

To: Lee Martin who wrote (22555)	2/4/1999 3:10:00 PM
From: Andy Thomas	Read Replies (1) \| Respond to of 24154

One risk inherent in MSFT is that it appears to some of us that their os line is fubar. They're very late in unifying the kernel (moving everything over to nt). Windows 2000 is going to be buggy and slow. MSFT has relied for years on hardware advances to cover that their software never gets any faster (to the contrary it gets slower). How long can MSFT expect advances in processor/bus speeds to bail them out? Windows 2000 appears that it will be more complex than Linux for the desktop (home) user. At the point at which MSFT's consumer OS becomes more complicated in Linux, would you consider that to be a problem? I would. FWIW Andy